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Financial Services Consultant

2 months ago

Grapevine, Texas, United States Allstate Benefits Full time

Become a Key Player in Financial Services

We are looking for individuals with a background in life insurance or financial services sales to enhance their practice under the Allstate Benefits brand. This role offers you the necessary support, resources, and access to a diverse clientele to elevate your business.

Your Responsibilities:

  • Develop and expand your financial services practice with the support of Allstate Benefits
  • Partner with Allstate Agency owners to generate new business opportunities and revenue
  • Leverage a collaborative team environment, a wide range of product offerings, and ongoing professional development

Required Qualifications:

  • At least 2 years of experience in customer-facing sales within life insurance or financial services
  • Possession of State Life/Health Insurance Licenses
  • FINRA Series 6 or 7 and 63 licenses (if applicable)
  • Previous experience as a Financial Advisor, Financial Planner, or in a similar capacity is preferred
  • Professional certifications such as RICP, FSCP, CLU, ChFC, CFP, and LUTCF are advantageous
  • A Bachelor's degree with a focus on business is preferred