Personal Financial Representative - IL

Allstate; Illinois; On-site; USD 41,000 - 103,000; Full time

Job summary

A leading insurance firm is seeking a Personal Financial Representative to establish a financial services practice. This role offers unlimited earning potential with support from Allstate's resources. Ideal candidates should have a track record in customer-facing sales within financial services and relevant licenses. The position is on-site in Illinois and comes with flexible opportunities. The income potential ranges between $41,600 and $102,700 depending on location and experience.

Qualifications

• At least 2 years of life insurance or financial services customer facing sales experience.
• Possession of state-specific licenses required for financial services.
• Entrepreneurial spirit with a strong track record of success.

Responsibilities

• Build and expand a personal financial services practice.
• Collaborate with Allstate agency owners to drive new business.
• Provide face-to-face customer service to build deep relationships.

Skills

Customer facing sales experience

State Life/Health Insurance Licenses

FINRA Series 6 or 7 and 63

Sales in protection and asset accumulation

Financial advisory experience

Professional designations (RICP, CFP, etc.)

Education

Bachelor’s degree with emphasis on business

Job description

Overview

Join to apply for the Personal Financial Representative - IL role at Allstate

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.

Your Practice

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.

Your Support Team

We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.

Your Rewards

We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.

Your Work

A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team\'s ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business.

Are You a Fit?

We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have:

• 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

Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. [phone]. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. 2018 Allstate Insurance Company, Northbrook, IL.

Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company.

Referrals increase your chances of interviewing at Allstate by 2x

Note

Sign in to set job alerts for “Personal Financial Representative” roles.

Locations & Salary

Bolingbrook, IL $57,300.00-$75,000.00

Bolingbrook, IL $77,600.00-$102,700.00

Bolingbrook, IL $66,200.00-$88,000.00

New Lenox, IL $41,600.00-$66,600.00

Mokena, IL $60,000.00-$80,000.00