Personal Financial Representative - Remote

Overview

The Personal Financial Representative (PFR) role at Allstate allows you to build your own financial services practice with the support of a recognized brand, offering flexibility and access to new customers.

In Short

• Own a financial services practice under the Allstate brand.
• Access to marketing support and continued education.
• Unlimited earnings potential based on business growth.
• Meet with customers to build relationships and expand product offerings.
• Collaboration with agency owners to drive new business.
• Prior experience in financial services sales is required.
• State Life/Health Insurance Licenses are necessary.
• Preferred licenses include FINRA Series 6 or 7 and 63.
• Professional designations such as CFP and CLU are preferred.
• Support from Allstate to help you build your business.

Requirements

• At least 2 years of customer-facing sales experience.
• 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 RICP, FSCP, CLU, ChFC, CFP preferred.
• Bachelor’s degree (or higher) with emphasis on business preferred.
• Strong entrepreneurial spirit.
• Results-oriented mindset.
• Ability to build customer relationships.
• Digital literacy and learning agility.

Benefits

• Unlimited earnings potential.
• Competitive commission payouts.
• Sign-on bonus to help you get started.
• Exclusive trips for top sales producers.
• Ongoing support and expertise from Allstate.
• Access to a variety of quality product offerings.
• Dedicated space provided by agency owners for client reviews.
• Environment that fosters innovative thinking.
• Opportunities for professional growth and development.
• Commitment to giving customers the best service.