Personal Financial Representative - NC

Overview

As an Allstate Financial Specialist, you build and manage your own financial services practice with the support of Allstate. You partner with Allstate agency owners to drive new business in your community and grow revenue streams.

Responsibilities

• Build and manage an independent financial services practice.
• Partner with Allstate agency owners to drive new business and access leads.
• Meet with customers face-to-face to build deep relationships.
• Provide protection and asset accumulation sales services.
• Support and collaborate with licensed professionals to enhance the team’s ability to build relationships.

Qualifications and Requirements

• 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 preferred.
• Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred.
• Bachelor’s degree (or higher) with emphasis on business preferred.
• Series 65 or 7 & 66 licenses required to sell investment advisory services (if applicable).

Independent Contractor Status and Equal Opportunity

Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Allstate is an Equal Opportunity Company.

Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements.