Allstate Personal Financial Representative
Company: Allstate
Location: Tulsa
Posted on: January 15, 2021
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Job Description:
Job Description Become An Allstate Personal Financial
Representative Or Life Specialist You have the experience, the
self-motivation, and the desire to run your own business. All are
key to your success, and the very things that make you a perfect
fit for a career in life and financial services at Allstate. From
college savings to retirement planning to life insurance, we're
here to help people plan and protect their financial futures. Add
to that, Allstate's reputation as a Fortune 100 company, and you've
got everything you need to build a business helping people plan and
reach their financial goals-- while being your own boss. Hear how
Allstate's brand recognition has helped these Financial Specialists
build their businesses. TWO POSSIBLE CAREER PATHS Whether you're a
seasoned professional or you've been in the industry a few years, a
career in life and financial services at Allstate offers unlimited
earning potential. Allstate has two opportunities that focus on
this area: Personal Financial Representative and Life Specialist.
PERSONAL FINANCIAL REPRESENTATIVE As a Personal Financial
Representative, you're in charge of you. You'll use your financial
experience, network support and sales experience to help
individuals determine the right mix of life and financial products
to suit their needs. Consider the benefits of being a Personal
Financial Representative at Allstate: * One of the most competitive
commission-based plans in the industry where your earnings
potential is only limited by your ambition. * Full range of
top-name life insurance and annuity products, along with over 20
different mutual fund families. * A full suite of customizable
marketing collateral and access to recognized industry tools. *
Extensive network support from top-notch industry experts dedicated
to your success. LIFE SPECIALIST As a Life Specialist, you'll have
an abundance of opportunities at your fingertips as you work to get
your securities license. You'll have access to an existing customer
base, the educational resources to grow your career in the life and
financial services industry and most importantly, the ability to
work on your own, but not alone. DEVELOP RELATIONSHIPS WITH LOCAL
AGENCY OWNERS As a PFR, or Life Specialist, you'll also take the
lead as the life and financial expert when you partner with local
agents to help individuals create a comprehensive plan for their
future. You'll be able to work with not just one, but multiple
agents within a market -- all with access to thousands of untapped
customers who could benefit from your expertise. Together, you can
grow the business and offer more thorough coverage for your
customers' needs. It's a win-win-win. HOW ALLSTATE'S AGENCY
PARTNERSHIPS WORK FOR YOU Opportunities to cross-sell life &
retirement solutions to Allstate customers. Qualified leads that
are introduced to you at the right time by agency owners who know
their customers' needs. Access to Allstate's customer protection
reviews and customer needs analysis for better targeting.
QUALIFICATIONS FOR PFR AND LIFE SPECIALIST ROLES Whether you're
looking to become a PFR or a Life Specialist, we're looking for
individuals who possess an unquenchable entrepreneurial spirit and
a strong track record of success. You'll also need the following:
Required Qualifications * Life and Retirement Experience * At least
2 years of full-time life insurance or financial services customer
facing sales. * Insurance Licenses * State Life/Health Insurance
Licenses. * Financial Licenses (required for PFR role only) * FINRA
Series 6 or 7 and 63. * Sales Experience * Blended mix of
protection and asset accumulation sales. * Industry Experience *
Prior experience as a Financial Advisor, Financial Planner,
Registered Representative or Investment Representative preferred. *
Professional Designations * RICP, FSCP, CLU, ChFC, CFP, and LUTCF
preferred * Education * Bachelor's degree (or higher) with emphasis
on business preferred
Keywords: Allstate, Tulsa , Allstate Personal Financial Representative, Accounting, Auditing , Tulsa, Oklahoma
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