Personal Financial Representative - NY
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 in life insurance or financial services
- Ability to build deep relationships with customers
- Experience in protection and asset accumulation sales
- Knowledgeable in relevant professional designations
- Business-focused educational background
Benefits
- Unlimited earning potential connected to the growth of your business
- Support and expertise from Allstate to help build your business
- Opportunity to enhance your team's ability to build deep relationships with customers
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