Personal Financial Representative - OR

allstate; Oregon (WI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Unlimited earning potential

Allstate product support

Access to leads and resources

Job summary

Allstate is seeking a Financial Specialist to build and lead a personal financial services practice within an Allstate Agency.

You will meet with clients, develop relationships, and collaborate with a licensed team to expand revenue streams using Allstate support and tools.

Qualifications

• 2+ years of life insurance or financial services customer-facing sales experience.
• State Life/Health Insurance Licenses.
• FINRA Series 6/7 and 63 licenses (if applicable).
• Blended mix of protection and asset accumulation sales.
• Prior experience as Financial Advisor/Planner/Registered Representative preferred.
• Professional designations such as RICP/FSCP/CLU/ChFC/CFP/LUTCF preferred.
• Bachelor’s degree or higher with emphasis on business preferred.

Responsibilities

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

Skills

Sales experience in financial services

FINRA licenses

Life insurance expertise

Protect/asset mix sales

Financial advisor/planner experience

Education

Bachelor’s degree or higher (business preferred)

Tools

FINRA Series 6/7 and 63 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.

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.