Personal Financial Representative - WY jobs in United States
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Allstate · 1 day ago

Personal Financial Representative - WY

Allstate is a leading insurance company dedicated to helping people live a good life every day. They are seeking a Personal Financial Representative to build a financial services practice under the Allstate brand, leveraging support and resources to drive new business in the community.

BankingFinanceFinancial ServicesInsuranceInsurTechVenture Capital

Responsibilities

Build your own financial services practice with support from Allstate
Drive new business in your community and support your access to new revenue streams
Meet with customers face-to-face and build deep relationships with them
Share space with an Allstate agency owner and obtain leads from them

Qualification

Life Insurance SalesFinancial Services SalesState Life/Health LicenseFINRA Series 6Financial Advisor ExperienceProfessional DesignationsBachelor’s DegreeEntrepreneurial Spirit

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

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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
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Company data provided by crunchbase