Personal Financial Representative - SD
On-siteFreelance / independent contractorNo visa sponsorship
Core
Build an independent financial services practice selling protection and asset accumulation products under the Allstate brand.
Role type
Independent contractor financial representative
Builds
Personal financial services practice
Domain
Insurance and financial services
Deliverable
client delivery
Required skills
life insurance sales, financial services sales, customer acquisition, relationship building, regulatory compliance
Preferred skills
financial planning, investment advisory, business development, practice management
Technologies
CRM tools, financial planning software
Responsibilities
Meet with customers face-to-face, sell protection and asset accumulation products, build deep relationships with customers, generate new business in the community
Seniority
Independent contractor, entrepreneurial