Personal Financial Representative

Position:
Personal Financial Representative / Life Specialist

Company:
Allstate

Location:
(USA)

Employment type:
Not specified

Short Summary:
A career in life and financial services at Allstate offers unlimited earning potential with two opportunities: Personal Financial Representative and Life Specialist.

Responsibilities:
- As a Personal Financial Representative, use financial experience to help individuals determine the right mix of life and financial products.
- As a Life Specialist, work towards getting your securities license and access an existing customer base.
- Develop relationships with local agency owners to create comprehensive plans for customers.

Requirement:
- Life and Retirement Experience: At least 2 years of full-time life insurance or financial services customer-facing sales.
- Insurance Licenses: State Life/Health Insurance Licenses.
- Financial Licenses (required for PFR role only): FINRA Series 6 or 7 and 63.
- Sales Experience: Blended mix of protection and asset accumulation sales.
- Industry Experience: Prior experience as a Financial Advisor, Financial Planner, Registered Representative, or Investment Representative preferred.
- Professional Designations: RICP, FSCP, CLU, ChFC, CFP, and LUTCF preferred.
- Education: Bachelor's degree (or higher) with emphasis on business preferred.

Benefits:
- Competitive commission-based plans.
- Full range of top-name life insurance and annuity products.
- Customizable marketing collateral and access to industry tools.
- Extensive network support from industry experts.

If you're ready to take the next step towards a successful career in life and financial services, connect with a Talent advisor today!