Hybrid Personal Financial Representative

Posted 38 minutes ago

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About the role

  • Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.

Responsibilities

  • build your own financial services practice with support from Allstate
  • partnership with Allstate Agency owners to drive new business
  • support from a variety of product offerings

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
  • continued education to help succeed
  • share space with agency owner and obtain leads

Job title

Personal Financial Representative

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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