Personal Financial Representative
Allstate
full-time
Posted on:
Location Type: Hybrid
Location: Florida • United States
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About the role
- Build a financial services practice under the Allstate brand
- Drive new business in your community
- Support access to new revenue streams
- Collaborate with Allstate agency owners to obtain leads
- Meet with customers face-to-face
- Provide education and support through 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
life insurance salesfinancial services salesasset accumulation salesprotection salescustomer relationship management
Soft Skills
collaborationcustomer educationface-to-face communicationlead generationcommunity engagement
Certifications
State Life Insurance LicenseState Health Insurance LicenseFINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 LicenseRICPFSCPCLUChFCCFP