Personal Financial Representative-OK @ Allstate | Jobright.ai
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Personal Financial Representative-OK jobs in Oklahoma, United States
35 applicants
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Allstate · 3 days ago

Personal Financial Representative-OK

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Insider Connection @Allstate

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Build your own financial services practice with support from Allstate.
Meet with new and existing customers to build deeper relationships through expanded product offerings.
Coordinate with an agency’s sales team to enhance the ability to provide leads.
Provide ongoing support and expertise to help you build your business.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Life InsuranceFinancial ServicesState Life/Health LicensesFINRA Series 6/7/63Financial PlanningEntrepreneurshipSales ExperienceData LiteracyProfessional Designations

Required

At least 2 years of life insurance or financial services customer facing sales experience
State Life/Health Insurance Licenses
Blended mix of protection and asset accumulation sales

Preferred

FINRA Series 6 or 7 and 63 licenses preferred
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

Benefits

Competitive commission payouts
Sign on bonus
Exclusive trips for our top sales producers

Company

Allstate

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Allstate is an insurance company that offers car, home, and life insurance services. It is a sub-organization of Allstate.

Funding

Current Stage
Public Company
Total Funding
$500M
2024-06-25Post Ipo Debt· $500M
2014-01-13Post Ipo Equity· Undisclosed
1993-06-11IPO· nyse:ALL

Leadership Team

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Emad Isaac
SVP & Chief Data Technology Officer
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Jonathan Adkisson
SVP & General Manager - Direct Distribution
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Company data provided by crunchbase
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