Personal Financial Representative
Allstate
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 preferred 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. #J-18808-Ljbffr
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...teammate and realizing the impact we can have on their day, personally, professionally, and financially. - Listen for clues for...PersonalHourly payFull timeWork experience placementDay shift$75k - $125k
...Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client’s unique needs and aspirations... ...(EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalFull timeTemporary workPart timeWork experience placementWork at office- ...Location DAYTON OH MIAMISBURG Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...PersonalWork at officeLocal area
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance...PersonalWork experience placementWork at officeLocal areaFlexible 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$116k - $216k
...2nd Street, Suite 1950, Dayton OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this...PersonalFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Fifth Third Bank is seeking a Retail Personal Banker I in Dayton, Ohio. Selected candidates will complete a program focusing on financial needs and customer service. Responsibilities include assessing customer needs and recommending suitable financial solutions. The ideal...Personal
- ...Fifth Third Bank, N.A. is looking for a Retail Personal Banker I to join the Dayton North Region team. This position involves engaging with customers, identifying their financial needs, and providing tailored banking solutions. Candidates should have a college degree or...PersonalWork experience placement
- ...Position Purpose A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional... ...The PB II demonstrates Civista Bank’s mission to improve the financial lives of our employees and shareholders, to make a difference...Personal
- ...candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...information. Ability to professionally represent Fifth Third Bank in terms of appearance...PersonalWork experience placementWork at office
- ...and overseeing client investment portfolios. Conduct detailed financial analysis and strategy development in the areas of goal identification... ...solutions to firm clients. Maintain working knowledge of personal financial planning concepts and techniques to assist Wealth...PersonalShift work
$20.67 - $31.25 per hour
...Far Hills Avenue - Kettering, Ohio 45429 *This is a Hire Ahead Personal Banker role and will require flexibility to work at any area... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....PersonalHourly payWork experience placementFlexible hoursDay shift$41.25k - $68.75k
...have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail branch organization, you will be... ...experience by identifying opportunities to improve the customer's financial wellbeing, collaborates with ecosystem partners to grow...PersonalFull timeTemporary workWork experience placementWork at officeShift work$41.25k - $68.75k
...have an opportunity to contribute to the companys success. As a Personal Banker within PNC's retail branch organization, you will be... ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work- As a Financial Calculations Representative, you will support and maintain the F&I applications used by our customers to ensure their compliance with industry regulations and dealer expectations. You will research, design, program, and test updates to Reynolds' F&I software...Work from home2 days per week
- ...Life Insurance Company is a long-established provider of financial solutions with a heritage of stability and strength dating... ...solutions for middle-market clients. Financial Services Representatives build personal, face-to-face relationships to understand client needs and...PersonalFull time
- ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for... ...needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about...PersonalDaily paid
$14.42 - $24.04 per hour
...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalPart timeWork experience placementWork at office- ...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
$65.1k - $108.5k
...an integral part of decision making?Are you eager to use your financial skills to influence stakeholders?About the TeamLexisNexis Legal... ...833-5120.Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from...PersonalFull timeLocal areaImmediate startWorldwideFlexible hours- ...Job Description Job Description Financial Advisor Development Program Northwestern Mutual has been helping families and businesses... ...combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve...PersonalFull timeInternshipWork at office
$50k
...life for the better is also life-changing for you – personally, professionally and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are... ...program, top training and development *** Financial Representative | Financial Advisor | Wealth Management Advisor ***...PersonalFull timeWork experience placement$33.75k - $56.25k
...experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet.... ...Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...PersonalFull timeTemporary workWork experience placementWork at officeShift work- ...the bank's products and services to help meet our customers' financial goals. Essential Functions and Responsibilities: Maintaining... ...on the bank's products and services Keeping customers' personal information confidential Identify referral opportunities and...PersonalWork at office
- ...including construction and information technology procurements. Management, interpersonal and problem-solving skills. Highest degree of personal and professional ethics. Superior judgment, decision-making and analytical skills. Excellent communication skills. Ability to...PersonalContract workFor contractorsLocal area
$18.65 - $27.97 per hour
...coverage, setting up payment plans, and connecting patients with financial assistance resources. This role works closely with patients,... ...party payers or patient responsibility. Meets with patients in person or via telephone to counsel patients/customers on billing concerns...PersonalContract workWork at office- ...Coordinator serves as the organization's lead financial operations professional, responsible... ...physical demands described here are representative of those that must be met by an... ...environment. Average office noise levels. No personal protective equipment required. Ambient...PersonalWork at office
- ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost... ...banking solutions and cutting-edge financial technology combined with friendly and attentive... ...and proactively meet with them, both in person and over the phone, to build lasting...PersonalImmediate startAfternoon shift
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