Allstate · 4 months ago
Personal Financial Representative - North Carolina
United States
Full-time
Remote
Entry, Mid Level
2+ years expAllstate is a leading insurance company dedicated to providing financial services and support to its clients. They are seeking a Personal Financial Representative to build and manage a financial services practice, leveraging the Allstate brand and resources to expand their business within the 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 enhance the team's ability to build deep relationships with customers and provide leads
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
Company
Allstate
Allstate is an insurance company that offers car, home, and life insurance services. It is a sub-organization of Allstate.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-06-24Post Ipo Debt· $500M
2014-01-13Post Ipo Equity
1993-06-11IPO
Leadership Team
Jonathan Adkisson
SVP & General Manager - Direct Distribution
Guy Hill
Executive Vice President, Product Management
Recent News
2026-01-16
Company data provided by crunchbase