Hybrid Independent Financial Advisor: Grow Your Practice

Allstate Corporation; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Allstate Corporation is seeking a Personal Financial Representative to grow a standalone financial services practice within the Allstate brand. You will partner with agency owners to generate new business and access revenue streams, leveraging shared space and leads to build client relationships.

The role requires a bias toward entrepreneurship, a track record of sales success, and appropriate life/health licenses with FINRA and other designations 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 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 with emphasis on business preferred.

Responsibilities

• Build your own financial services practice with support from Allstate.
• Partner with Allstate Agency owners to drive new business and access new revenue streams.
• Share office space with an Allstate agency and obtain leads to grow client relationships.
• Meet customers face-to-face with a team of licensed professionals to enhance service and relationships.

Skills

Life insurance sales

Financial services sales

Customer facing

Education

Bachelor's degree in business

Job description

Allstate Corporation is seeking a Personal Financial Representative to grow a standalone financial services practice within the Allstate brand. You will partner with agency owners to generate new business and access revenue streams, leveraging shared space and leads to build client relationships.

The role requires a bias toward entrepreneurship, a track record of sales success, and appropriate life/health licenses with FINRA and other designations preferred.