Allstate · 2 days ago
Personal Financial Representative-MD
Allstate is a leading financial services company looking for Personal Financial Representatives to build their own financial services practice under the Allstate brand. The role involves working closely with Allstate agency owners to drive new business and provide customer support while having access to a variety of product offerings and continued education.
BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital
Responsibilities
Build your own financial services practice with support from Allstate
Drive new business in your community
Meet with customers face-to-face and enhance the team's ability to build deep relationships with customers and provide leads
Obtain leads from Allstate agency owners
Qualification
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
Allstate is an insurance company that offers car, home, and life insurance services. It is a sub-organization of Allstate.
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-06-24Post Ipo Debt· $500M
2014-01-13Post Ipo Equity
1993-06-11IPO
Leadership Team
Recent News
2025-12-20
2025-11-27
Company data provided by crunchbase