Independent Financial Advisor: Build Your Own Practice

Allstate; Indiana (PA); Sur place; USD 60 000 - 120 000; Plein temps

Résumé du poste

Allstate is seeking a Financial Specialist to own and grow a personal financial services practice under the Allstate brand. You’ll receive support from Allstate and collaborate with agency owners to expand in your community, driving new revenue streams and client relationships.

The role requires an entrepreneurial mindset, 2+ years in financial services sales, applicable licenses, and industry designations. Independent contractor status and access to leads are key features of the opportunity.

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

Responsabilités

• Build your own financial services practice with Allstate support.
• Partner with Allstate Agency owners to drive new business in your community.
• Develop deep relationships with customers and provide leads from the team.
• Expand access to new revenue streams through the Allstate brand and resources.

Connaissances

Life insurance sales

Financial services

Licenses (state life/health)

FINRA licenses 6/7/63

Entrepreneurial spirit

Formation

Bachelor’s degree preferred (business emphasis)

Description du poste

Allstate is seeking a Financial Specialist to own and grow a personal financial services practice under the Allstate brand. You’ll receive support from Allstate and collaborate with agency owners to expand in your community, driving new revenue streams and client relationships.

The role requires an entrepreneurial mindset, 2+ years in financial services sales, applicable licenses, and industry designations. Independent contractor status and access to leads are key features of the opportunity.