Personal Financial Representative (KM)

Allstate; Washington; On-site; USD 90,000 - 130,000; Full time

Job summary

Allstate invites qualified professionals to build their own financial services practice under the Allstate brand. You’ll leverage agency partnerships to access leads and grow revenue, while receiving continued education and a broad product offering.

You’ll meet with customers face-to-face, manage a blended portfolio of protection and asset accumulation sales, and operate as an independent contractor within the Allstate network.

Qualifications

• 2+ years of life insurance or financial services customer facing sales experience.
• State Life/Health Insurance Licenses required.
• FINRA Series 6/7 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 preferred.

Responsibilities

• Build your own financial services practice with Allstate support.
• Meet with customers face-to-face and develop deep relationships.
• Collaborate with Allstate agency owners to generate leads and grow business.
• Leverage Allstate resources and education to offer a broad product mix.

Skills

Entrepreneurial spirit

Customer facing sales experience

Face-to-face client meetings

Education

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

State Life/Health Insurance Licenses

FINRA Series 6/7 and 63 licenses

Series 65 or 7/66 licenses for advisory services

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.
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. They 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. 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.

Skills

At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do.

Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.

It’s easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.

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For more information about Allstate’s Website Accessibility Statement, please click here:Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Allstate is an Equal Opportunity Company. © 2019Allstate Insurance Co.