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Allstate
·
April 13, 2025
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Personal Financial Representative - OR

Oregon, United States
Full-time
Remote
Entry, Mid Level
Allstate is an insurance company that offers car, home, and life insurance services. They are looking for Personal Financial Representatives to build their own financial services practice under the Allstate brand, providing support and resources to expand their customer base and revenue streams.
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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

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

Benefits

  • Competitive commission payouts
  • Sign on bonus
  • Exclusive trips for our top sales producers
Allstate is an insurance company that offers car, home, and life insurance services. It is a sub-organization of Allstate.
Glassdoor
3.4
Founded in 1931
Northbrook, Illinois, USA
10001+ employees
http://www.allstate.com