Personal Financial Representative

🕒 March 27

🏢🏡 New York City – Hybrid

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Allstate

Allstate

WebsiteLinkedIn

10,000+ employees

Founded 1931

💸 Finance

💰 Post-IPO Equity on 2014-01

Insurance • Finance

Allstate is an industry leader in providing insurance solutions, focusing on home, auto, device, and identity protection. With a commitment to customer well-being, Allstate aims to instill peace of mind and financial security for its customers. The company also emphasizes community impact and sustainability through various initiatives, showcasing their dedication to social responsibility and positive change.

📋 Description

• Build your own financial services practice with support from Allstate • Collaborate with Allstate Agency owners to drive new business in your community • Meet with customers face-to-face and build deep relationships • Obtain leads from working alongside licensed professionals • Utilize Allstate's resources and product offerings to enhance services

🎯 Requirements

• 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 • 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 earning potential • Support from Allstate for Financial Specialists • Access to a variety of product offerings and continued education

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