Personal Financial Representative

Allstate Financial Services, LLC

Are you a licensed life insurance or investment professional who is looking to take your business to a new level? Are you struggling with prospecting or with having a full pipeline? Let's talk about the opportunity for a meaningful career that has national brand support that people recognize and trust. As an Exclusive Financial Associate, you'll help to build and protect the financial hopes and dreams of every member of our local communities by engaging new prospects and building strong relationships in the community. You will apply life insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice. Bilingual a plus. Life Insurance license required. Finra series 6 or 7 and 63 preferred. Responsibilities Achieve sales goals through generating new business and cross-selling existing Allstate customers. Identify and qualify sales leads generated from a variety of sources. Help protect customers by offering products that will meet their needs. Serve your local community by helping them prepare for life’s uncertainties. Educate prospective customers on how to protect their families and assets. Provide a positive customer experience. Job qualifications Strong interest in a sales career – sales experience preferred. 1+ Years Life Insurance Experience Current, active Life License. Finra securities license preferred. Confident, motivated individual who works well independently. Able to multi-task, follow through and follow-up. Have excellent verbal and written communication skills. This is an employment opportunity with an Allstate financial specialist - the actual job responsibilities, qualifications, compensation and benefits will be determined solely by the financial specialist. Allstate is not the employer and has no involvement in agency HR practices. Actual compensation will depend on your experience and the hiring agency. Flexible work from home options available. Job Types: Full-time, Part-time Projected Total Compensation: $40,000.00 - $200,000.00 per year Benefits: Flexible schedule License/Certification: Life Insurance License (Required) Work Location: Remote

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Personal Financial Representative

Allstate Financial Services, LLC

Updated 3 months ago
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Anywhere Remote 40–200 Full-Time And Part-Time 📅 6 days ago

About this role

Are you a licensed life insurance or investment professional who is looking to take your business to a new level? Are you struggling with prospecting or with having a full pipeline? Let's talk about the opportunity for a meaningful career that has national brand support that people recognize and trust.

As an Exclusive Financial Associate, you'll help to build and protect the financial hopes and dreams of every member of our local communities by engaging new prospects and building strong relationships in the community. You will apply life insurance knowledge and sales skills to increase the customer’s understanding of the value of insurance and cultivate long-term relationships with trusted advice.

Bilingual a plus. Life Insurance license required. Finra series 6 or 7 and 63 preferred.

Responsibilities

Achieve sales goals through generating new business and cross-selling existing Allstate customers. Identify and qualify sales leads generated from a variety of sources. Help protect customers by offering products that will meet their needs.

Serve your local community by helping them prepare for life’s uncertainties. Educate prospective customers on how to protect their families and assets. Provide a positive customer experience.

Job qualifications

Strong interest in a sales career – sales experience preferred. 1+ Years Life Insurance Experience Current, active Life License. Finra securities license preferred.

Confident, motivated individual who works well independently. Able to multi-task, follow through and follow-up. Have excellent verbal and written communication skills.

This is an employment opportunity with an Allstate financial specialist - the actual job responsibilities, qualifications, compensation and benefits will be determined solely by the financial specialist. Allstate is not the employer and has no involvement in agency HR practices. Actual compensation will depend on your experience and the hiring agency.

Flexible work from home options available.

Job Types: Full-time, Part-time

Projected Total Compensation: $40,000.00 - $200,000.00 per year

Benefits:

Flexible schedule

License/Certification:

Life Insurance License (Required)

Work Location: Remote

About the Company

Allstate Financial Services, LLC offers a supportive environment for licensed professionals to thrive in financial advising and insurance.

Key Highlights

  • Remote work flexibility allows for a balanced lifestyle.
  • Potential earnings range from $40K to $200K annually.
  • Build long-term relationships and provide trusted financial advice.
  • Bilingual candidates are highly valued.
  • Life insurance license required, with preference for FINRA series 6 or 7 and 63.

💡 Honest Take: This role can be rewarding for those passionate about financial services, but it requires a proactive approach to client engagement and consistent prospecting efforts.

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