Note: The job is a remote job and is open to candidates in USA. Allstate is a leading insurance company looking for professionals to own a financial services practice under their brand. The role involves building a practice with support from Allstate and driving new business while providing customer-facing financial services.
Responsibilities
- Build your own financial services practice with support from Allstate
- Drive new business in your community and support access to new revenue streams
- Meet with customers face-to-face and build deep relationships with them
Skills
- 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
- Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF
- Bachelor's degree (or higher) with emphasis on business
Benefits
- Scale your existing practice with proven support
- Scale your existing practice with flexibility
- Access to new customers
- Support from Allstate
- Access to new revenue streams
- Continued education that helps them succeed
- Financial specialists can share space with an Allstate agency owner
- Obtain leads from them
Company Overview