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Personal Financial Representative

Allstate

About the Role As an Allstate Financial Specialist, you will build and grow your own financial services practice with support from Allstate. Your partnership with Allstate agency owners will help you drive new business in your community, while you receive ongoing product training, marketing resources, and access to a national support network. Key Responsibilities In an agency office, you will meet customers face‑to‑face, counsel them on life insurance, health insurance, and wealth‑building products, and leverage the agency’s lead generation and marketing tools. You will collaborate with licensed professionals to deepen customer relationships and create new revenue streams. Qualifications We are looking for professionals with an entrepreneurial spirit, a strong sales track record, and a proven ability to expand a practice under the Allstate brand. You should also 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 licenses (if applicable) Blended mix of protection and asset‑accumulation sales experience Prior experience as a Financial Advisor, Financial Planner, Registered Representative, or Investment Representative (preferred) Professional designations such as RICP, FSCP, CLU, ChFC, CFP, or LUTCF (preferred) Bachelor’s degree or higher, preferably with an emphasis on business Licensing and Credentials Applicants must hold valid licenses and meet the following requirements: State life and health insurance licenses FINRA Series 6, 7, and 63 licenses (if applicable) For investment advisory services, a valid FINRA Series 65 or Series 7 and 66 licenses Employment and Legal Notice Allstate Personal Financial Representatives are independent contractors and not employees of Allstate Insurance Company or its affiliates. The role subjects candidates to the terms and conditions of the Allstate Personal Financial Representative agreements. Allstate is an Equal Opportunity Company. #J-18808-Ljbffr

Vacancy posted 1 day ago
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