Personal Financial Representative - WI
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
- Enhance your team's ability to build deep relationships with customers and provide leads
- Work alongside licensed professionals to provide comprehensive financial advice
- Expand your business with support from Allstate's product offerings and continued education
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
- Blended mix of protection and asset accumulation sales
- Bachelor’s degree (or higher) with emphasis on business preferred
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
Qualifications
- Unquenched entrepreneurial spirit
- Strong track record of success
Skills
- Ability to provide comprehensive financial advice
- Experience in protection and asset accumulation sales
- Knowledge of relevant professional designations
- Business-related educational background
- Effective communication and relationship-building skills
Benefits
At Allstate, we offer unlimited earning potential that's always connected to the growth of your business. Our support and expertise help you build your business, and we believe hard work should be rewarded.
Pay
The pay structure is not specified in the job description, but it is linked to the growth of your business.
Schedule
The schedule is not specified in the job description, but it is flexible and supports the growth of your business.
Benefits
The benefits are not detailed in the job description, but they are linked to the growth of your business and may include support from Allstate's product offerings and continued education.
Contact Information
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.
Additional Resources
To learn more about Allstate, visit Allstate Careers, Allstate United States, Allstate Northern Ireland, and Allstate India Private Limited. For information about Allstate's Website Accessibility Statement, click here: Allstate Website Accessibility Statement.