Jobs · Finance

Personal Financial Representative - MT

Allstate · Montana, 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 Allstate Agency owners will drive new business in your community and support your access to new revenue streams.

Responsibilities

  • Build and grow your own financial services practice
  • Share space with an Allstate agency owner and obtain leads
  • Work in a blended mix of protection and asset accumulation sales
  • Enhance your team's ability to build deep relationships with customers
  • Receive support and expertise from Allstate to build your business

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 preferred
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Bachelor’s degree (or higher) with emphasis on business preferred

Qualifications

  • Unquenched entrepreneurial spirit
  • Strong track record of success

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Business-related education (Bachelor’s degree or higher)

Benefits

Details on benefits are not specified in this job posting.

Pay

Details on pay are not specified in this job posting.

Schedule

Details on schedule are not specified in this job posting.

Benefits

Details on benefits are not specified in this job posting.

Skills

  • Proven track record of success
  • Ability to build deep relationships with customers
  • Experience in protection and asset accumulation sales
  • Professional designations such as RICP, F

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