Hybrid Personal Financial Advisor — Build Your Practice

Allstate Corporation; Massachusetts; Híbrido; USD 60.000 - 110.000; Jornada completa

Descripción de la vacante

Allstate Corporation in Massachusetts is seeking a Personal Financial Representative to help entrepreneurs scale an independent financial services practice under the Allstate brand. You’ll partner with local Allstate Agency owners to access leads and expand your client base while offering a broad range of products.

This role blends face-to-face client meetings with the support of a dedicated team, education resources, and ongoing compliance guidance to grow revenue streams within your community.

Formación

• Must have at least 2 years of life insurance or financial services sales experience.
• State Life/Health Insurance Licenses.
• FINRA Series 6 or 7 and 63 (if applicable) licenses.
• Blended mix of protection and asset accumulation sales.
• Professional designations preferred.
• Bachelor’s degree (or higher) with emphasis on business.
• Subject to Allstate Personal Financial Representative (PFR) agreements.

Responsabilidades

• Build your own financial services practice with Allstate support.
• Partner with Allstate Agency owners to drive new business in your community and access leads.
• Provide leads and develop deep client relationships with a broad product set.
• Maintain licenses and compliance through ongoing education and training.
• Grow revenue streams and establish a trusted financial services presence in your community.

Conocimientos

Entrepreneurial spirit

2+ years sales exp

State Life/Health Licenses

FINRA licenses

Protection & asset sales

Financial Advisor exp

Professional designations

Business degree

Educación

Bachelor’s degree in business or related

Descripción del empleo

Allstate Corporation in Massachusetts is seeking a Personal Financial Representative to help entrepreneurs scale an independent financial services practice under the Allstate brand. You’ll partner with local Allstate Agency owners to access leads and expand your client base while offering a broad range of products.

This role blends face-to-face client meetings with the support of a dedicated team, education resources, and ongoing compliance guidance to grow revenue streams within your community.