Allstate · 2 days ago
Personal Financial Representative - WI
Wisconsin, United States
Full-time
Onsite
Entry, Mid Level
2+ years expAllstate is a leading financial services provider, and they are seeking a Personal Financial Representative to build a meaningful financial services practice. The role involves driving new business, meeting customers face-to-face, and leveraging support from Allstate to expand the practice.
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
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.
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
Recent News
2025-12-20
2025-11-27
Company data provided by crunchbase