Own Your Independent Financial Services Practice

Allstate; California; Vor Ort; USD 80.000 - 160.000; Vollzeit

Zusammenfassung

Allstate is seeking driven individuals to own a personal financial services practice under the Allstate brand. As an Allstate Financial Specialist, you’ll build your own advisory business with support from Allstate and collaborate with agency owners to expand in your community.

You’ll join a nationwide team with access to product offerings, ongoing education, and leads while you develop deep client relationships and multiple revenue streams.

Qualifikationen

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

Aufgaben

• Build your own financial services practice with support from Allstate.
• Partner with Allstate Agency owners to drive new business in your community.
• Access to new revenue streams and ongoing education to succeed.
• Share space with an Allstate agency owner and obtain leads.
• Meet with customers face-to-face with a team of licensed professionals to deepen relationships and grow business.
• Allstate provides support and expertise to help you build your business.

Kenntnisse

Sales experience

Entrepreneurial spirit

Relationship building

Ausbildung

Bachelor’s degree (business focus)

Professional designations (RICP FSCP CLU ChFC CFP LUTCF)

Jobbeschreibung

Allstate is seeking driven individuals to own a personal financial services practice under the Allstate brand. As an Allstate Financial Specialist, you’ll build your own advisory business with support from Allstate and collaborate with agency owners to expand in your community.

You’ll join a nationwide team with access to product offerings, ongoing education, and leads while you develop deep client relationships and multiple revenue streams.