Personal Financial Representative - MT

Allstate Insurance Co.; Montana; Hybrid; USD 60,000 - 120,000; Full time

Job summary

Allstate Personal Financial Representatives (PFRs) are independent contractors who build their own financial services practice with Allstate’s support and access to leads from agency owners. This role focuses on growing revenue streams while serving customers in the community.

Ideal candidates have 2+ years of life insurance or financial services sales experience, applicable licenses, and a business-focused degree.

Qualifications

• Minimum 2 years of life insurance or financial services customer facing sales experience.
• State Life/Health Insurance Licenses required.
• FINRA Series 6 or 7 and 63 licenses (if applicable) required or preferred.
• Bachelor’s degree (or higher) with emphasis on business preferred.
• Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred.

Responsibilities

• Build your own financial services practice with Allstate support.
• Meet with customers face-to-face and develop deep client relationships.
• Leverage Allstate agency leads to drive new business in your community.
• Help customers with a blend of protection and asset accumulation products.

Skills

Customer facing sales

Entrepreneurial spirit

Financial services knowledge

Education

Bachelor’s degree (business preferred)

Tools

FINRA Series 6/7 and 63 licenses

Life/Health insurance licenses

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.

© 2019 Allstate Insurance Co.

About Us

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.