Hybrid Personal Financial Advisor: Build Your Practice

Allstate Corporation; Northern (KY); Hybrid; USD 65,000 - 110,000; Full time

Job summary

Allstate is seeking a Personal Financial Representative to build and grow a private financial services practice within the Allstate brand. The role blends independent entrepreneurship with the backing of Allstate’s sales network.

You will work with agency owners to generate leads, meet clients face-to-face, and offer a range of life insurance and financial services products. This hybrid role may involve remote work in NH and local client meetings.

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.
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred.
• Bachelor’s degree (or higher) with emphasis on business.

Responsibilities

• Build your own financial services practice with support from Allstate.
• Drive new business in your community and access new revenue streams.
• Meet with customers face-to-face with a licensed team supporting you.
• Collaborate with Allstate agency owners to obtain leads and build relationships.

Skills

Entrepreneurial spirit

Sales experience

Licenses: Life/Health

FINRA licenses 6/7/63

Financial advisory experience

Professional designations

Bachelor’s degree

Education

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

Job description

Allstate is seeking a Personal Financial Representative to build and grow a private financial services practice within the Allstate brand. The role blends independent entrepreneurship with the backing of Allstate’s sales network.

You will work with agency owners to generate leads, meet clients face-to-face, and offer a range of life insurance and financial services products. This hybrid role may involve remote work in NH and local client meetings.