Personal Financial Representative (NG)
Allstate
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. 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 Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have: 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 Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. View phone number on click.appcast.io. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. Allstate Careers Learn more about Allstate United States. Learn more about Allstate Northern Ireland. Learn more about Allstate India Private Limited. 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. #J-18808-Ljbffr Allstate
- ...Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...PersonalWork at officeLocal area
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$16 per hour
...: Full Time Regular Job No: 502774 Categories: Sales, Financial Representative Trainee Application Closes: Open Until Filled As a Financial... ...2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are...PersonalHourly payFull timeTraineeshipHome office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeInternshipLocal areaFlexible hours- ...support our broader purpose.Think of us as financial partners, because at Columbia, we... ...culture in all actions and words.Takes personal initiative and is a positive example for... ...financial planner, investment advisor Representative, or wealth manager.Strong marketing and...PersonalFull timeImmediate start
$85k - $125k
...Our mission is to provide financial security and peace of mind through our insurance, annuity... ...Investment Adviser. Registered Representatives offer securities through NYLIFE Securities... ...advice Work with each client to collect personal financial information including status,...PersonalFull timePart timeImmediate start- ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can... ...Life Balance: Flexible schedule to maximize productivity and personal time Location: Working outside the office in local...PersonalWork experience placementLocal areaRemote workFlexible hours
$31 - $35 per hour
...Financial Aid Advisor CA Job Type Full-time Description TITLE: Financial Aid Advisor LOCATION... ...a role at 10,000 Degrees implies a personal commitment to this mission. OPPORTUNITY... ...fundraising initiatives to build awareness and represent the organization’s financial aid efforts...PersonalFull timeRemote workAfternoon shift- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ..., long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$40.56k - $170k
...healthy balance between professional and personal life. Employee Empowerment: Allowing... ..., and debts; determining which financial products best meet members' needs and financial... .... The requirements listed below are representative of the knowledge, skill, and/or ability...PersonalWork at officeLocal areaRemote workFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first.... ...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...PersonalWork at officeWork from homeHome officeFlexible hours$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$133k - $200k
...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality... ...clients, functions as the Commercial client “expert” and the go-to-person providing differentiating consult, ideas, and options for the...PersonalFull timeWork at office$98k - $163k
...projectsDeveloping and analyzing project budgets, sources and uses, financial pro formas, and underwriting modelsConducting feasibility... ...-Term DisabilityStudent Loan PayDownTuition Reimbursement, Personal Development & Learning OpportunitiesSkills Development & CertificationsEmployee...PersonalPermanent employmentFull timeWork experience placementLocal areaRemote workFlexible hours- ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their... ...professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates...PersonalWork at office
$60k - $70k
...Associate Financial Planner CAPTRUST is seeking a Associate Financial Planner who will work closely with experienced Financial Planners... ..., and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we...PersonalTemporary workFlexible hours- Magellan Health seeks a Personal Financial Counselor at Camp Pendleton to deliver comprehensive financial counseling to service members and their families. You will design spending plans, provide education materials, and lead Personal Financial Management classes across...Personal
- Magellan Health at Beale AFB seeks a Personal Financial Counselor to provide one-on-one financial counseling to service members and families, including budgeting, planning for deployments, and educational materials. You will deliver workshops, coordinate classes across...Personal
$225k - $250k
...our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...or related Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation...PersonalFull timeTemporary workWork at officeRemote workFlexible hours$26 - $30.55 per hour
...Financial Counselor Reports To (Title): Business Office Manager Pay Scale: $26.00-$30.55 Schedule Being Offered: 1 Full-time... ...interview incoming patients or their families to gather essential personal and insurance information. Arrange and coordinate patient...PersonalFull timeWork at office$133k - $200k
...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality... ...clients, functions as the Commercial client "expert" and the go-to-person providing differentiating consult, ideas, and options for the...PersonalWork at office- ...certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver’s license and state sales license....PersonalWork at office
$133k - $200k
...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality... ...clients, functions as the Commercial client “expert” and the go-to-person providing differentiating consult, ideas, and options for the...PersonalFull timeWork at office$58.44k
...Personal Financial Counselor, Sacramento, CA This position will provide personal financial services at assigned military installations... ...other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be...PersonalContract workTemporary workWork at office- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to...PersonalLocal area
$22 - $25 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. Responsible for primarily opening... ...to ensure customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand...PersonalFull timeFlexible hoursWeekend work$85k - $125k
...families, and businesses navigate life’s financial decisions through changing markets and... ...by properly licensed registered representatives through NYLIFE Securities (member FINRA... ...advice Work with each client to collect personal financial information including status,...PersonalFull timeContract workTemporary workPart timeFor contractors$70.3k - $115k
## Financial Advisor (Marina, CA)Applylocations: Marina Branch: King City Branch: Soledad... ...physical demands described here are representative of those that must be met by an employee... ...ifornia Privacy Notice at Collection of Personal Information**:### If you are a resident...PersonalFull timePart timeRemote workFlexible hours$25 - $28 per hour
...Financial Counselor Join Elica's mission and become a part of a team where every day... ...contact patients, call patients, schedule in-person appointments to sign forms or other... ...physical demands described here are representative of those that must be met by an employee...PersonalFull timeWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift work- Citigroup Inc. is hiring an entry-level Personal Banker SAFE Act in Rowland Heights, California. The role supports sales, products and service activities with the customer service team to build loyalty and increase sales to individual consumer clients. Responsibilities...Personal
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