Allstate · 1 day ago
Personal Financial Representative - OH
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Responsibilities
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility, and access to new customers.
As an Allstate Personal Financial Representative (PFR), you’ll build your own financial services practice with support from Allstate.
Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.
We support our Personal Financial Representatives across the nation with a variety of quality product offerings, marketing support and continued education that helps you succeed.
Allstate agency owners can provide dedicated space to our PFRs to conduct client reviews.
A typical agency office has one PFR who meets with new and existing customers to build deeper relationships through expanded product offerings.
Your coordination with an agency’s sales team enhances the ability to provide leads to you ensuring a strong foundation for your future.
Allstate provides ongoing support and expertise to help you build your business.
Qualification
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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 licenses required
Blended mix of protection and asset accumulation sales
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
Benefits
Unlimited earnings potential
Competitive commission payouts
Sign on bonus
Exclusive trips for top sales producers
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
The Mercury News
2024-12-09
2024-12-06
2024-12-05
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