Jobs · Finance

Personal Financial Representative - UT

Allstate · Utah, 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 under the Allstate brand
  • Share space with an Allstate agency owner and obtain leads from them
  • Work with a team of licensed professionals to enhance customer relationships and provide leads
  • Receive support and expertise from Allstate to help 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
  • 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

  • Proven ability to sell life insurance and financial services
  • Ability to build deep relationships with customers
  • Knowledge of protection and asset accumulation sales
  • Experience in financial planning and investment management
  • Strong communication and interpersonal skills
  • Ability to work independently and manage time effectively

Benefits

  • Unlimited earning potential connected to the growth of your business
  • Support and expertise from Allstate to help build your business
  • Opportunity to work with a team of licensed professionals
  • Access to new revenue streams through partnerships with Allstate Agency owners

Pay

Unlimited earning potential, connected to the growth of your business.

Schedule

Flexible schedule to accommodate your business needs.

Benefits

  • Comprehensive benefits package
  • Professional development opportunities
  • Employee assistance programs
  • Discounts on Allstate products and services

Location

Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.

Company Information

Allstate is an Equal Opportunity Company. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Allstate is an Equal Opportunity Company. ©2018 Allstate Insurance Company, Northbrook, IL. Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.

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