Independent Financial Advisor - Build Your Own Practice

Allstate Insurance Co.; Connecticut; Hybride; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Leads from agency network

Support from Allstate

Résumé du poste

Allstate Insurance Co. is seeking a Financial Specialist to build and own a financial services practice within the Allstate brand.

You will work with agency owners to drive new business and access leads across your community, while leveraging support and education resources to succeed. The role emphasizes an entrepreneurial spirit, licensing in life/health, FINRA registrations, and a blended approach to protection and asset accumulation.

Qualifications

• 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/Planner/Registered/Investment Representative preferred
• Professional designations such as RICP/FSCP/CLU/ChFC/CFP/LUTCF preferred
• Bachelor’s degree (or higher) with emphasis on business preferred

Responsabilités

• Build your own financial services practice with support from Allstate
• Meet with customers face-to-face and develop relationships
• Leverage leads from Allstate agency owners to grow revenue
• Work with a team of licensed professionals to expand client base

Connaissances

Sales experience

Licensing (Life/Health)

FINRA Series 6/7/63

Financial advisor background

Professional designations

Bachelor’s degree in business

Formation

Bachelor’s degree in business

Description du poste

Allstate Insurance Co. is seeking a Financial Specialist to build and own a financial services practice within the Allstate brand.

You will work with agency owners to drive new business and access leads across your community, while leveraging support and education resources to succeed. The role emphasizes an entrepreneurial spirit, licensing in life/health, FINRA registrations, and a blended approach to protection and asset accumulation.