Personal Financial Representative - IL
Required skills
- life insurance
- financial services
- sales experience
- State Life/Health Insurance Licenses
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- protection
- asset accumulation
- independent contractors
Nice to have
- Financial Advisor
- Financial Planner
- Registered Representative
- Investment Representative
- RICP
- FSCP
Role summary
Allstate is seeking Personal Financial Representatives to build and scale their own financial services practice under the Allstate brand. This role involves customer-facing sales of life insurance and financial products, requiring specific licenses (State Life/Health, FINRA Series 6/7/63/66). The ideal candidate possesses an entrepreneurial spirit and a proven track record in sales, with a blended mix of protection and asset accumulation sales. While prior experience as a Financial Advisor or similar is preferred, the core requirements focus on sales experience and licensing. This is an independent contractor role with unlimited earning potential tied to business growth.
Job Description
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. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.Your Practice.As an Allstate Financial Specialist, 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 streamsYour Support Team.We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.Your Rewards.We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.Your Work.A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business.Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have: • 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
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727. Allstate is an Equal Opportunity Company. 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. ©2018 Allstate Insurance Company, Northbrook, IL.
Skills
At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do.
Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.
It’s easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.
Allstate Careers
Learn more about Allstate United States.
Learn more about Allstate Northern Ireland.
Learn more about Allstate India Private Limited.
For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility StatementAllstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
Originally posted on Himalayas
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