Personal Financial Representative - WA
Allstate · Washington, 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
- Meet with customers face-to-face
- Enhance team's ability to build deep relationships with customers and provide leads
- Work with an Allstate agency owner to obtain leads
- 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
- Blended mix of protection and asset accumulation sales
- 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
- Business-related educational background
Benefits
- Unlimited earning potential
- Support and expertise to help build your business
Pay
Unspecified
Schedule
Unspecified
Benefits
- Unspecified
Company Information
Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.
Allstate is an Equal Opportunity Company.