Personal Financial Representative

1 month ago


Rolla, Missouri, United States Allstate Full time
About the Role

We are seeking a highly motivated and experienced Personal Financial Representative to join our team at Allstate. As a key member of our sales team, you will be responsible for building and maintaining relationships with clients, providing expert advice on financial products and services, and driving business growth.

Key Responsibilities
  • Build and maintain relationships with clients to understand their financial needs and goals
  • Provide expert advice on financial products and services, including life insurance, investments, and retirement planning
  • Develop and implement customized financial plans to meet client needs
  • Collaborate with internal teams to ensure seamless delivery of financial services
  • Stay up-to-date on industry trends and regulatory changes to provide expert guidance to clients
Requirements
  • At least 2 years of experience in life insurance or financial services sales
  • State Life/Health Insurance Licenses
  • FINRA Series 6 or 7 and 63 licenses preferred
  • Blended mix of protection and asset accumulation sales experience
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP, and LUTCF preferred
What We Offer

We offer a competitive compensation package, including unlimited earnings potential, competitive commission payouts, and a sign-on bonus. Our team is dedicated to providing ongoing support and expertise to help you succeed in your role.

Why Allstate?

Allstate is a leading provider of insurance and financial services, with a commitment to empowering our employees to make a positive impact in their communities. We offer a dynamic and inclusive work environment, with opportunities for professional growth and development.



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