Personal Financial Representative - MS @ Allstate | Jobright.ai
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Personal Financial Representative - MS jobs in Mississippi, United States
28 applicants
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Allstate · 2 days ago

Personal Financial Representative - MS

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BankingFinance

Insider Connection @Allstate

Discover valuable connections within the company who might provide insights and potential referrals.
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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 new and existing customers to build deeper relationships through expanded product offerings.
Coordinate with an agency’s sales team to enhance the ability to provide leads.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Life InsuranceFinancial SalesState Life/Health LicensesFINRA LicensesFinancial Advisory ExperienceProfessional Designations DegreeEntrepreneurshipDigital Literacy

Required

At least 2 years of life insurance or financial services customer facing sales experience
State Life/Health Insurance Licenses
Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required.

Preferred

FINRA Series 6 or 7 and 63 licenses preferred
Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred
Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
Bachelor’s degree (or higher) with emphasis on business preferred

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
2024-06-25Post Ipo Debt· $500M
2014-01-13Post Ipo Equity· Undisclosed
1993-06-11IPO· nyse:ALL

Leadership Team

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Emad Isaac
SVP & Chief Data Technology Officer
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Jonathan Adkisson
SVP & General Manager - Direct Distribution
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Company data provided by crunchbase
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