Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.
About the role
- Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
Responsibilities
- Build your own financial services practice with support from Allstate
- Drive new business in your community through partnership with Allstate Agency owners
- Meet with customers face-to-face and build deep relationships
- Collaborate with a team of licensed professionals
- Use the Allstate brand and resources to expand business opportunities
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
Benefits
- Unlimited earning potential connected to business growth
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Finance Manager overseeing Finance Operations and Financial Planning & Analysis at Mercuryo, a fintech startup in Croatia.
Business Finance Manager leading financial tasks and insights for the US region at NNIT, Inc. Collaborating with stakeholders and managing financial projections and reporting processes.
Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
Manager in Finance Consulting focused on analyzing client needs and developing financial solutions for optimal performance at PwC. Responsible for coaching and managing team performance in Kolkata and Gurgaon.
Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
Financial Analyst role at Associated Bank supporting key financial decisions with clear analysis. Opportunity for early - career professionals in a dynamic financial services environment.
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.