Personal Financial Representative - IN
On-site
Core
Build an independent financial services practice under the Allstate brand, meeting with customers face-to-face to provide a blended mix of protection and asset accumulation sales.
Role type
Independent contractor financial advisor
Builds
Personal financial services practice
Domain
Financial services / Insurance / Wealth management
Deliverable
client delivery
Required skills
Life insurance sales, Health insurance sales, Investment sales, Customer relationship management, Business development, Sales strategy
Preferred skills
Financial planning, Investment advisory, Practice scaling, Entrepreneurial mindset
Technologies
N/A
Responsibilities
Meet with customers face-to-face, Build deep relationships with customers, Drive new business in the community, Expand existing practice, Provide leads from agency partners