Remote Independent Financial Advisor: Build Your Practice

Allstate Corporation

Northern (KY)

Hybrid

USD 60,000 - 100,000

Full time

14 days+
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Job summary

Allstate Corporation is seeking a Personal Financial Representative to own a financial services practice under the Allstate brand. You’ll partner with local Allstate Agency owners to generate new business while benefiting from shared leads and flexible space.

You’ll work face-to-face with clients, offering protection and asset strategies, with support and education from Allstate to scale your independent practice within the community.

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 (if applicable).
  • Blended mix of protection and asset accumulation sales.
  • 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 under the Allstate brand with support.
  • Partner with Allstate Agency owners to drive new business and revenue streams.
  • Meet customers face-to-face and develop deep client relationships.

Skills

Financial services sales
Entrepreneurial mindset
Client relationship

Education

Bachelor’s degree (Business)
Life/Health Insurance Licenses
FINRA Series 6/7 & 63 Licenses

Tools

CFP
CLU
ChFC
RICP
FSCP
LUTCF

Job description

Allstate Corporation is seeking a Personal Financial Representative to own a financial services practice under the Allstate brand. You’ll partner with local Allstate Agency owners to generate new business while benefiting from shared leads and flexible space.

You’ll work face-to-face with clients, offering protection and asset strategies, with support and education from Allstate to scale your independent practice within the community.

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