Independent Financial Advisor, Practice Builder

Allstate; United States; On-site; USD 70,000 - 120,000; Full time

Job summary

Allstate is seeking a Financial Specialist to build and own a personal financial services practice within the Allstate brand. You will work with Allstate Agency owners to drive new revenue, share space, and leverage leads to grow your business.

The role requires 2+ years in life insurance or financial services sales, relevant state licenses, and FINRA licenses as applicable. A business-focused degree and professional designations are preferred.

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 Financial Advisor or Registered Representative preferred.
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred.
• Bachelor’s degree with emphasis on business.

Responsibilities

• Build your own financial services practice with support from Allstate.
• Collaborate with Allstate Agency owners to generate leads and grow revenue.
• Meet with customers face-to-face to provide financial solutions and build relationships.

Skills

Life insurance sales

Financial services sales

Licensing knowledge

Education

Bachelor’s degree in business

Tools

FINRA Series 6/7/63 licenses

Job description

Allstate is seeking a Financial Specialist to build and own a personal financial services practice within the Allstate brand. You will work with Allstate Agency owners to drive new revenue, share space, and leverage leads to grow your business.

The role requires 2+ years in life insurance or financial services sales, relevant state licenses, and FINRA licenses as applicable. A business-focused degree and professional designations are preferred.