Entrepreneurial Financial Advisor — Build Your Own Practice

Allstate; McCullom Lake (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

Allstate is seeking individuals to own a financial services practice under the Allstate brand. You will scale your existing practice with support, flexibility, and access to new customers in your community.

As an Allstate Financial Specialist, you’ll build your own practice with guidance from Allstate and collaborate with agency owners to generate new revenue streams. We look for candidates with an entrepreneurial spirit, strong sales background in life insurance or financial services, required

Qualifications

• Entrepreneurial spirit and track record of success are required.
• State Life/Health Insurance Licenses are required.
• FINRA Series 6 or 7 and 63 licenses required if applicable.
• Blended mix of protection and asset accumulation sales is expected.
• Experience as Financial Advisor or Registered Representative preferred.
• Bachelor’s degree (or higher) with business focus preferred.

Responsibilities

• Meet with customers face-to-face to develop deep relationships and build a financial services practice.
• Leverage Allstate brand and resources to attract new customers and revenue streams.
• Collaborate with Allstate agency owners and licensed professionals to support client needs.
• Operate as an independent contractor under Allstate Personal Financial Representative agreements.

Skills

Entrepreneurial mindset

Sales experience

Relationship building

Financial advisory skills

Education

Bachelor’s degree (business emphasis)

Life/Health Insurance Licenses

FINRA Series 6/7 and 63 licenses

Professional designations (RICP, FSCP, CLU, ChFC, CFP, LUTCF)

Job description

Allstate is seeking individuals to own a financial services practice under the Allstate brand. You will scale your existing practice with support, flexibility, and access to new customers in your community.

As an Allstate Financial Specialist, you’ll build your own practice with guidance from Allstate and collaborate with agency owners to generate new revenue streams. We look for candidates with an entrepreneurial spirit, strong sales background in life insurance or financial services, required