Personal Financial Representative - OH @ Allstate | Jobright.ai
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Personal Financial Representative - OH jobs in Ohio, United States
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Allstate · 1 day ago

Personal Financial Representative - OH

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Insider Connection @Allstate

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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

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 Services SalesState Life/Health Insurance LicensesFINRA Series 6Financial PlanningDigital LiteracyInsurance SalesSales

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

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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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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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