Personal Financial Representative - IL jobs in United States
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Allstate · 5 months ago

Personal Financial Representative - IL

Allstate is a leading insurance company in the United States, seeking to empower professionals to build their own financial services practices under the Allstate brand. As a Personal Financial Representative, you will leverage Allstate's resources and support to grow your business, meet with clients, and drive new revenue in your community.

BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital

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
Obtain leads from Allstate agency owners and share space with them
Utilize a variety of product offerings and continued education to succeed

Qualification

Life Insurance LicenseFINRA Series 6Financial Services SalesDegreeProfessional DesignationsEntrepreneurial SpiritCustomer Relationship Skills

Required

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

Preferred

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

Unlimited earning potential

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
2024-06-24Post Ipo Debt· $500M
2014-01-13Post Ipo Equity
1993-06-11IPO

Leadership Team

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Jonathan Adkisson
SVP & General Manager - Direct Distribution
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Guy Hill
Executive Vice President, Product Management
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Company data provided by crunchbase