Personal Financial Representative - CA

allstate; California (MO); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Unlimited earning potential

Lead access and resources

Job summary

Allstate is seeking an Allstate Financial Specialist to build and grow a personal financial services practice under the Allstate brand. You will partner with Allstate Agency owners to bring in new customers and expand revenue streams through licensed support and access to Allstate resources.

You will meet with clients face‑to‑face, develop deep relationships, and leverage product offerings to create tailored financial plans.

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 and manage a financial services practice within an Allstate Agency.
• Meet with customers face‑to‑face and work with a licensed team to build deep relationships and generate leads.
• Leverage Allstate support and expertise to grow business and expand revenue streams.

Skills

Sales experience

Licenses

FINRA licenses

Advisor experience

Certifications (RICP, CLU, etc)

Education

Bachelor's degree

Job description

Job Description

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand in your community.

As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.

Responsibilities

• Build and manage a financial services practice within an Allstate Agency.
• Meet with customers face‑to‑face and work with a licensed team to build deep relationships and generate leads.
• Leverage Allstate support and expertise to grow business and expand revenue streams.

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

Compensation & Benefits

• Unlimited earning potential linked to the growth of your business.
• Support from Allstate with product offerings and continued education.
• Access to leads and resources from Allstate Agency owners.

Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker‑Dealer. Member FINRA, SIPC.

Allstate is an Equal Opportunity Company.