Independent Financial Advisor (Hybrid)

Allstate Corporation; Northern (KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Allstate is seeking a proactive Personal Financial Representative to help clients build comprehensive financial plans under the Allstate brand. You’ll partner with Allstate Agency owners to grow your practice, gain access to leads, and deliver protection and asset accumulation solutions face-to-face with customers.

You’ll need a proven sales record in life insurance or financial services, state licenses, FINRA licenses, and relevant designations.

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.
• Blended mix of protection and asset accumulation sales.
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred.
• Bachelor’s degree (or higher) with emphasis on business preferred.

Responsibilities

• Build and grow your own financial services practice with support from Allstate.
• Meet with clients face-to-face to deliver protection and asset accumulation solutions.
• Collaborate with Allstate Agency owners to generate leads and grow revenue.

Skills

Life insurance sales

Financial services sales

Customer facing sales

Education

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

State Life/Health Insurance Licenses

Tools

FINRA Series 6

FINRA Series 7

FINRA Series 63

Job description

Allstate is seeking a proactive Personal Financial Representative to help clients build comprehensive financial plans under the Allstate brand. You’ll partner with Allstate Agency owners to grow your practice, gain access to leads, and deliver protection and asset accumulation solutions face-to-face with customers.

You’ll need a proven sales record in life insurance or financial services, state licenses, FINRA licenses, and relevant designations.