Personal Financial Representative - OR
Allstate · Oregon, United States · 2 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
- Work with a blended mix of protection and asset accumulation sales
- Enhance your team's ability to build deep relationships with customers
- Receive support and expertise to help you 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
- 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 and a strong track record of success
Skills
- Strong communication and relationship-building skills
- Ability to manage multiple tasks and meet deadlines
- Knowledge of life insurance and financial services industry
- Ability to work independently and as part of a team
Benefits
- Unlimited earning potential connected to the growth of your business
- Support and expertise to help you build your business
- Opportunity to work with an Allstate agency owner and obtain leads
Pay
Unspecified, but linked to the growth of your business.
Schedule
Flexible schedule to accommodate your business needs.
Benefits
- Unspecified benefits package
Company Information
Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.
Allstate is an Equal Opportunity Company.