Personal Financial Representative - NJ

allstate; New Jersey; On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Uncapped earning potential

Brand and resources support

Job summary

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 open revenue streams.

You’ll work with a team of licensed professionals, share space, and receive leads from agency owners. Allstate provides ongoing education and product offerings to help you succeed.

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 licenses.
• Blended mix of protection and asset accumulation sales.
• Bachelor’s degree (or higher) with emphasis on business.

Responsibilities

• Own and grow your own financial services practice with Allstate support.
• Collaborate with Allstate agency owners to drive new business in your community.
• Meet customers face-to-face and develop deep client relationships.

Skills

Customer facing sales

Entrepreneurial mindset

Education

Bachelor’s degree or higher (business preferred)

Tools

State Life/Health Insurance Licenses

FINRA Series 6/7 and 63

Certifications: RICP/FSCP/CLU/ChFC/CFP/LUTCF

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

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.