Allstate · 11 hours ago
Personal Financial Representative - WA
Washington, United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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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.
Provide ongoing support and expertise to help 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
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
Benefits
Competitive commission payouts
Sign on bonus
Exclusive trips for our 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.
10,001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$500M2024-06-25Post Ipo Debt· $500M
2014-01-13Post Ipo Equity· Undisclosed
1993-06-11IPO· nyse:ALL
Leadership Team
Emad Isaac
SVP & Chief Data Technology Officer
Jonathan Adkisson
SVP & General Manager - Direct Distribution
Recent News
Maryland Daily Record
2024-11-08
2024-11-07
Company data provided by crunchbase
