Personal Financial Representative
Allstate
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • Louisiana • United States
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About the role
- 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
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 salescustomer relationship managementasset accumulation salesprotection sales
Soft Skills
relationship buildingcollaborationcommunication
Certifications
State Life Insurance LicenseState Health Insurance LicenseFINRA Series 6 LicenseFINRA Series 7 LicenseFINRA Series 63 LicenseRICPFSCPCLUChFCCFPLUTCF