Own Your Financial Services Practice — Independent Advisor

allstate; Michigan; On-site; USD 60,000 - 100,000; Full time

Job summary

Allstate is seeking a driven Financial Specialist to build your own financial services practice under the Allstate brand. You will have access to resources, education, and backing to grow in your community while maintaining independence as an Allstate Personal Financial Representative.

You’ll collaborate with Allstate Agency owners to generate leads, meet clients face-to-face, and develop tailored protection and asset strategies.

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 (if applicable) licenses
• Blended mix of protection and asset accumulation sales
• Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred

Responsibilities

• Build your own financial services practice with Allstate support
• Partner with Allstate Agency owners to drive new business
• Meet with customers face-to-face to grow relationships
• Leverage leads from agency partners to access new revenue streams

Skills

Financial services sales

Life insurance

Entrepreneurial spirit

Client relationship building

Communication skills

Education

Bachelor’s degree or higher (business focus preferred)

Tools

State Life/Health Insurance Licenses

FINRA Series 6

FINRA Series 7

FINRA Series 63

Series 65/66 licenses

Job description

Allstate is seeking a driven Financial Specialist to build your own financial services practice under the Allstate brand. You will have access to resources, education, and backing to grow in your community while maintaining independence as an Allstate Personal Financial Representative.

You’ll collaborate with Allstate Agency owners to generate leads, meet clients face-to-face, and develop tailored protection and asset strategies.