Jobs · Finance · Vermont

Personal Financial Representative - VT

Allstate · Vermont, United States · 3 wk ago
FinanceFull-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 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 and a strong track record of success

Skills

  • Strong communication and relationship-building skills
  • Ability to manage time effectively and meet deadlines
  • Knowledge of life insurance and financial services
  • Ability to work independently and as part of a team
  • Passion for helping others and making a positive impact

Benefits

We offer unlimited earning potential that’s always connected to the growth of your business. Our support includes a range of product offerings and continued education to help you succeed.

Pay

Details on pay are not specified in this job description. Please refer to the Allstate Personal Financial Representative (PFR) agreements for specific details.

Schedule

The schedule for this role is not specified in this job description. Please refer to the Allstate Personal Financial Representative (PFR) agreements for specific details.

Benefits

Details on benefits are not specified in this job description. Please refer to the Allstate Personal Financial Representative (PFR) agreements for specific details.

Contact Information

Main Office: 2920 South 84th Street, Lincoln, NE 68506. Phone: (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 is an Equal Opportunity Company. ©2019 Allstate Insurance Co.

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