Personal Financial Representative - MA
Allstate · Massachusetts, United States · 3 wk ago
RemoteRemoteFinanceFull-time
About the role
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with an Allstate agency owner will drive new business in your community and support your access to new revenue streams.
Responsibilities
- Build and grow your own financial services practice under the Allstate brand
- Share space with an Allstate agency owner and obtain leads from them
- Enhance your team's ability to build deep relationships with customers and provide leads
- Work alongside licensed professionals to provide comprehensive financial advice
- Expand your network and access to new customers
Requirements
- At least 2 years of life insurance or financial services customer-facing sales experience
- State Life/Health Insurance Licenses
- FINRA Series 6 or 7 and 63 (if applicable) licenses
- Prior experience as a Financial Advisor, Financial Planner, Registered Representative, or Investment Representative
- Blended mix of protection and asset accumulation sales
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP, and LUTCF preferred
- Bachelor’s degree (or higher) with emphasis on business
Qualifications
- Unquenched entrepreneurial spirit
- Strong track record of success
Skills
- Ability to provide comprehensive financial advice
- Experience in protection and asset accumulation sales
- Knowledge of relevant professional designations
- Business-related educational background
- Effective communication and relationship-building skills
Benefits
- Unlimited earning potential connected to the growth of your business
- Support and expertise to help you build your business
- Opportunity to work independently while benefiting from Allstate's resources
Pay
Unspecified, but linked to the growth of your business.
Schedule
Unspecified, but likely involves working independently with support from Allstate.
Benefits
- Unspecified benefits package
Company Information
- Main Office: 2920 South 84th Street, Lincoln, NE 68506
- Contact: (877) 525-5727
- Equal Opportunity Employer
Application
To apply, visit the Allstate careers page and select the openings that interest you.