Build Your Own Financial Services Practice

Allstate; Jackson (MI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Unlimited earning potential

Comprehensive support and training

Business growth resources

Job summary

A leading financial services firm in Michigan is seeking a Financial Specialist to build and manage a financial services practice. This role involves providing tailored financial advice and expanding customer relationships using Allstate's brand and resources. The ideal candidate should have at least 2 years of customer-facing sales experience in financial services, relevant licenses, and a strong entrepreneurial spirit. The position offers unlimited earning potential along with comprehensive support from the company.

Qualifications

• Minimum 2 years of customer-facing sales experience in financial services.
• Must possess State Life/Health Insurance Licenses.
• FINRA Series 6 or 7 and 63 (if applicable) licenses required.
• Professional designations like CFP, CLU, or ChFC preferred.

Responsibilities

• Build your own financial services practice under the Allstate brand.
• Provide financial advice and support to customers in your community.
• Work collaboratively with Allstate agency owners to drive new business.

Skills

Life insurance sales experience

State Life/Health Insurance Licenses

FINRA Series 6 or 7

Financial planning experience

Bachelor’s degree in business

Education

Bachelor’s degree (or higher) with emphasis on business

Job description

A leading financial services firm in Michigan is seeking a Financial Specialist to build and manage a financial services practice. This role involves providing tailored financial advice and expanding customer relationships using Allstate's brand and resources. The ideal candidate should have at least 2 years of customer-facing sales experience in financial services, relevant licenses, and a strong entrepreneurial spirit. The position offers unlimited earning potential along with comprehensive support from the company.