Independent Financial Advisor - Hybrid Practice Builder

Allstate Corporation; Colorado; Hybride; USD 60 000 - 90 000; Plein temps

Résumé du poste

Allstate Corporation seeks a Personal Financial Representative to build a stand-alone financial services practice within the Allstate brand in Colorado. You will partner with Allstate Agency owners to generate new leads and deliver tailored protection and asset accumulation solutions to clients.

As an independent contractor, you’ll receive support, ongoing education, and access to the company’s resources while operating in a hybrid, CO-focused environment.

Qualifications

• At least 2 years of life insurance or financial services customer-facing sales experience.
• State Life/Health Insurance Licenses.
• FINRA licenses: Series 6 or 7 and 63 (if applicable).
• Blended protection and asset accumulation sales experience.
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP, LUTCF preferred.
• Bachelor’s degree with emphasis on business preferred.

Responsabilités

• Meet with customers face-to-face to discuss financial needs.
• Build a personal financial services practice with Allstate support.
• Collaborate with Allstate agency owners to generate new leads.
• Provide protection and asset accumulation recommendations.
• Maintain licenses and comply with FINRA/insurance requirements.

Connaissances

Life insurance sales

Financial services sales

Customer facing sales

Entrepreneurial spirit

Formation

Bachelor's degree in business or related field

Outils

FINRA Series 6/7/63

Series 65/7/66 licenses

Description du poste

Allstate Corporation seeks a Personal Financial Representative to build a stand-alone financial services practice within the Allstate brand in Colorado. You will partner with Allstate Agency owners to generate new leads and deliver tailored protection and asset accumulation solutions to clients.

As an independent contractor, you’ll receive support, ongoing education, and access to the company’s resources while operating in a hybrid, CO-focused environment.