Personal Financial Representative - Remote

Overview

As a Personal Financial Representative at Allstate, you will build a meaningful financial services practice under the Allstate brand, supported by proven resources and marketing efforts to help you succeed in your community.

In Short

• Build your own financial services practice with Allstate.
• Access to marketing support and continued education.
• Unlimited earnings potential linked to business growth.
• Meet with new and existing customers to enhance relationships.
• Collaboration with Allstate agency owners for new business.
• Professional development opportunities and rewards.
• State Life/Health Insurance Licenses required.
• Preferred qualifications include FINRA Series 6 or 7 and 63 licenses.
• Entrepreneurial spirit and track record of success are essential.
• Work in a flexible environment that promotes connection and belonging.

Requirements

• At least 2 years of customer-facing sales experience in financial services.
• State Life/Health Insurance Licenses.
• FINRA Series 6 or 7 and 63 licenses preferred.
• Experience as a Financial Advisor or Planner preferred.
• Professional designations such as CFP, CLU, or ChFC preferred.
• Bachelor’s degree in business or related field preferred.
• Strong communication and relationship-building skills.
• Ability to work independently and as part of a team.
• Proficiency in digital literacy and financial technologies.
• Commitment to ongoing learning and development.

Benefits

• Competitive commission payouts and sign-on bonuses.
• Recognition through exclusive trips for top sales producers.
• Supportive team environment with marketing resources.
• Opportunities for professional growth and development.
• Inclusive and diverse workplace culture.
• Flexibility in work arrangements.
• Access to a wide range of financial products.
• Potential for unlimited earnings based on business performance.
• Support from Allstate agency owners for client reviews.
• Commitment to community and client service excellence.