Exclusive Financial Specialist
Location: San Diego
Posted on: September 24, 2022
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.
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.
We believe hard work should be rewarded. At Allstate, we offer
unlimited earning potential that's always connected to the growth
of your business.
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.
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
* Professional designations such as RICP, FSCP, CLU, ChFC, CFP and
* Bachelor's degree (or higher) with emphasis on business
Subject to all terms and conditions outlined in the Allstate
Personal Financial Representative (PFR) agreements. If selected to
be an Allstate PFR, bring your financial experience and proven
track record to Allstate. Allstate PFRs are not franchisees. Except
in NY, they are independent contractors and are not employed by
Allstate Insurance Company ("Allstate") or its affiliates. In NY,
they are Allstate employees. Securities offered through Allstate
Financial Services, LLC (LSA Securities in LA and PA). Registered
Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th
Street, Lincoln, NE 68506. (877) 525-5727. Allstate is an Equal
Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63
(if applicable) licenses are required. To sell investment advisory
services, Series 65 or 7 & 66 licenses would also be required. 2018
Allstate Insurance Company, Northbrook, IL.
Nearest Major Market: San Diego
Keywords: Allstate, San Diego , Exclusive Financial Specialist, Accounting, Auditing , San Diego, California
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