Entrepreneurial Financial Specialist Grow Your Practice

Allstate Insurance Co.; North Carolina; Hybrid; USD 60,000 - 100,000; Full time

Job summary

Allstate Insurance Co. is seeking a Financial Specialist to build and own a personal financial services practice with Allstate backing. You will partner with agency owners to generate new business and tap into diverse revenue streams while meeting clients face-to-face.

The role rewards performance with growth of your practice and access to extensive Allstate resources. A strong licensing background and business-focused degree is preferred.

Qualifications

• 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 licenses (if applicable).
• Blended mix of protection and asset accumulation sales.
• Prior experience as 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.

Responsibilities

• Build your own financial services practice under the Allstate brand with support.
• Collaborate with Allstate Agency owners to drive new business and leads.
• Meet with customers face-to-face and provide protection and asset accumulation solutions.
• Maintain compliance and uphold licensing and FINRA requirements.

Skills

Life insurance sales

Customer facing sales

Relationship building

Licenses: Life/Health

FINRA 6/7 and 63

Business acumen

Education

Bachelor’s degree (Business preferred)

Job description

Allstate Insurance Co. is seeking a Financial Specialist to build and own a personal financial services practice with Allstate backing. You will partner with agency owners to generate new business and tap into diverse revenue streams while meeting clients face-to-face.

The role rewards performance with growth of your practice and access to extensive Allstate resources. A strong licensing background and business-focused degree is preferred.