Remote Personal Financial Advisor — Build Your Practice

Allstate Corporation; Rhode Island; Hybrid; USD 50,000 - 80,000; Full time

Job summary

Allstate Corporation in Rhode Island seeks a Personal Financial Representative to help clients build a comprehensive financial services practice under the Allstate brand. You’ll work with an Allstate agency team to generate leads, meet with customers face-to-face, and expand revenue streams while receiving ongoing support and education from Allstate.

Ideal candidates have 2+ years of life insurance or financial services sales experience, state Life/Health licenses, FINRA Series 6/7 and 63 (if

Qualifications

• 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.
• Professional designations (RICP, FSCP, CLU, ChFC, CFP, LUTCF) preferred.

Responsibilities

• Build your own financial services practice with Allstate support.
• Meet customers face-to-face and develop deep relationships to generate leads.
• Collaborate with Allstate Agency owners to drive new revenue streams.

Skills

Financial services sales

Lead generation

Face-to-face client meetings

Education

Bachelor’s degree (business emphasis)

Job description

Allstate Corporation in Rhode Island seeks a Personal Financial Representative to help clients build a comprehensive financial services practice under the Allstate brand. You’ll work with an Allstate agency team to generate leads, meet with customers face-to-face, and expand revenue streams while receiving ongoing support and education from Allstate.

Ideal candidates have 2+ years of life insurance or financial services sales experience, state Life/Health licenses, FINRA Series 6/7 and 63 (if