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Benefits offered by this job
Unlimited earning potential
Support for business growth
Access to new customers
Job summary
A leading financial services firm is seeking a Financial Specialist to build and manage a financial services practice. This role requires at least 2 years of customer-facing sales experience in life insurance or financial services, as well as necessary state licenses and FINRA qualifications. You will be supported by Allstate to expand your practice and drive new business in your community, creating unlimited earning potential. Join us to contribute positively while achieving professional growth.
Qualifications
At least 2 years of life insurance or financial services customer facing sales experience.
State Life/Health Insurance Licenses are required.
FINRA Series 6 or 7 and 63 licenses (if applicable) are necessary.
Preferred experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative.
Professional certifications preferred (RICP, FSCP, CLU, ChFC, CFP, LUTCF).
Responsibilities
Build your own financial services practice with Allstate support.
Drive new business in your community.
Meet customers face-to-face and build relationships.
Skills
Life insurance customer facing sales experience
State Life/Health Insurance Licenses
FINRA Series 6 or 7 and 63 licenses
Sales experience in protection and asset accumulation
Professional designations (RICP, FSCP, CLU, ChFC, CFP, LUTCF)
Bachelor’s degree in business
Education
Bachelor’s degree (or higher) with emphasis on business
Job description
A leading financial services firm is seeking a Financial Specialist to build and manage a financial services practice. This role requires at least 2 years of customer-facing sales experience in life insurance or financial services, as well as necessary state licenses and FINRA qualifications. You will be supported by Allstate to expand your practice and drive new business in your community, creating unlimited earning potential. Join us to contribute positively while achieving professional growth.