Personal Financial Representative

6 months ago


Winona County, United States Allstate Benefits Full time

.

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 streams

Your 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.

Job Qualifications

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
  • Sales Representative

    2 weeks ago


    Winona, Minnesota, United States Catholic United Financial Full time

    Job Type: Full-timeDescription:Become a Part of Our Mission by Building Your CareerCatholic United Financial is seeking mission-inspired Sales Representatives who embody strong Catholic values to join our dynamic sales team and legendary organization. Our Sales Representatives assist our members in making informed financial decisions that align with their...


  • Monroe, Adams County, WI, United States Marine Credit Union Full time

    Job Summary: We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Marine Credit Union. As a key member of our branch team, you will play a vital role in delivering exceptional member experiences and helping our members achieve their financial goals.Main Responsibilities:* Provide personalized service to...


  • Fort Mill, York County, SC, United States OneMain Financial Full time

    OneMain Financial is currently seeking qualified candidates to fill the open Operations Support Representative Intermediate role with the Brightway Cards Operations Support team in our Fort Mill, SC Service Center. This position will provide administrative support including account review, handling questions from agents or Supervisors / Department Manager...


  • Fort Mill, York County, SC, United States OneMain Financial Full time

    OneMain Financial is currently seeking qualified candidates to fill the open Operations Support Representative Intermediate role with the Brightway Cards Operations Support team in our Fort Mill, SC Service Center. This position will provide administrative support including account review, handling questions from agents or Supervisors / Department Manager...

  • Account Executive

    4 weeks ago


    Winona, Minnesota, United States Catholic United Financial Full time

    Build Your Story with Catholic United FinancialAs a mission-inspired Account Executive, you will embody strong Catholic values and join our dynamic sales team to serve the Catholic faithful. You will assist our members in making informed financial decisions that align with their faith and financial goals.Key Responsibilities:Develop strong relationships with...


  • Winona, Missouri, United States SCMCAA Full time

    Job Title: Lead AccountantAt SCMCAA, we are seeking a highly skilled and experienced Lead Accountant to join our team. The successful candidate will be responsible for overseeing accounting operations, including general ledgers, journals, agency payroll, and supporting documents for assigned programs.Key Responsibilities:Manage day-to-day accounting and...


  • Madison County, United States Fiorito Wealth Management Full time

    Job DescriptionJob DescriptionJoin the winning team at Fiorito Wealth Management! We are significantly investing in growth through the development of new internal leaders and eager to hear your story! Our District office is located: 210 Draperton Grove Ridgeland, MS 39157.A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company...

  • Fitness Manager

    1 month ago


    Winona, United States Anytime Fitness Full time

    Why Join Our Anytime Fitness Team? Let’s grow together, and become better together! We strive to be the best professionals in the fitness industry. We are a high energy team that will do anything we can to provide an incredible experience for our staff and members. The fitness industry is always changing, so our team's mindset is quick to adapt, grow, and...


  • Fort Mill, York County, SC, United States OneMain Financial Full time

    OneMain Financial is currently seeking qualified candidates to fill the open Operations Support Representative Intermediate role with the Brightway Cards Operations Support team in our Fort Mill, SC Service Center. This position will provide administrative support including account review, handling questions from agents or Supervisors / Department Manager...


  • Fort Mill, York County, SC, United States OneMain Financial Full time

    OneMain Financial is currently seeking qualified candidates to fill the open Operations Support Representative Intermediate role with the Brightway Cards Operations Support team in our Fort Mill, SC Service Center. This position will provide administrative support including account review, handling questions from agents or Supervisors / Department Manager...


  • Winona, United States Watlow Full time

    Working at Watlow Are you looking for an opportunity to make a great living and be part of a thriving cross functional community? Watlow is a global technology and manufacturing leader who provides world class engineering expertise through innovative thermal products and systems, enabling our customers to thrive. We are making a positive impact every day as...


  • Winona, Minnesota, United States U-Haul Full time

    Customer Service Representative Job DescriptionAre you looking for a career in customer service? Do you enjoy helping others? U-Haul is seeking a friendly and motivated Customer Service Representative to join our team. As a Customer Service Representative, you will work with a supportive team to provide exceptional service to our customers. Your...


  • Winona, Minnesota, United States Merchants Bank Full time

    At Merchants Bank, we are seeking a highly skilled and customer-focused Universal Banker to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and proactively offering a range of banking products and services to meet the financial needs of our customers.Key responsibilities include serving...


  • Winona, United States U-Haul Full time

    Location: 405 Cottonwood Dr, Winona, Minnesota 55987 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's...


  • Winona, United States Merchants Bank Full time

    Merchants Bank, Winona, has an opening for a Loan Servicing Representative. 2 years of experience with commercial loans or mortgage operations preferred. The primary duties of this position will be uploading/boarding of commercial and ag loans. Duties also include extensive telephone customer service, providing accurate and appropriate information, and...


  • Winona, United States U-Haul Full time

    Location: 405 Cottonwood Dr, Winona, Minnesota 55987 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Storage Customer Service Representative. As a Storage Customer Service Representative, you will work as part of a support team to be the face of U-Haul...


  • Winona, Minnesota, United States U-Haul Full time

    Customer Service Representative Role:Are you a people person looking for a career in customer service? U-Haul is seeking a friendly and motivated individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring they receive all the help they...

  • Financial Advisor

    2 months ago


    monmouth county, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives....

  • Financial Advisor

    4 weeks ago


    monmouth county, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives....


  • Fort Mill, York County, SC, United States OneMain Financial Full time

    At OneMain, Collections Specialists are committed to working with our customers in a collaborative manner. They provide consultative solutions for repayment of loans, improving the customer’s financial outlook. Our fast-paced work environment focuses on our customers with existing relationships with OneMain. This role can span servicing and collections of...