Exclusive Financial Specialist

Allstate Benefits
Statewide, OR, US
Full-time

Job Description

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.

Your Practice.

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.

Your Rewards.

We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business.

Your Work.

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.

Job Qualifications

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 preferred
  • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred
  • Bachelor’s degree (or higher) with emphasis on business preferred

LI-JL1

30+ days ago
Related jobs
Allstate Benefits
Statewide, OR, US

As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. 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...

Promoted
Army National Guard
Portland, Oregon

Your duties as an Ammunition Stock Control and Accounting Specialist may include: performing ammunition supply stock control and accounting duties using both automated and manual procedures, and maintaining hardware and software systems, and the manual records required to successfully perform stock ...

Promoted
Travelers Insurance
Lake Oswego, Oregon

As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. Underwriters also analyze business operations, financial statements and evaluate market forces to p...

Promoted
CareOregon
St. Helens, Oregon

ERR_DATA_EXPECTED:"(expected {0})",ERR_DATA_FORMAT:"{0} is invalid {1}",ERR_DATA_OUT_OF_RANGE:"{0} out of range ({1} - {2})",ERR_DATA_REQUIRED:"{0} is required {1}",ERR_DATA_TOO_LONG:"{0} is too long ({1} characters exceeds the maximum of {2})",JOBREQ_RTE_FIELD_KEY:"Field Key",JOBREQ_RTE_FIELD_LABEL...

Promoted
OCHIN
Portland, Oregon
Remote

The Billing Specialist will primarily focus on payor follow-up and denial management, recognize potential high-risk accounts, and develop techniques to improve collections and streamline processes. We are looking for an individual with Critical Access Hospital (inpatient) billing experience. OCHIN B...

Promoted
IMA Financial Group
Portland, Oregon

In addition to federal law requirements, The IMA Financial Group, Inc. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. In addition to federal law requirements, The IMA F...

Promoted
Oregon Housing & Community Services
Salem, Oregon

Financial Strategy Analyst (PA4). Any combination of experience or education equivalent to eight (8) years of experience that typically supports the knowledge and skill requirements listed for the "Program Analyst 4" classification. Program Analyst 4 job classification. We provide financial and prog...

Promoted
Paws for Purple Hearts
Canyonville, Oregon

The Payroll & Human Resources Specialist will be the person responsible for processing the multi-state semi-monthly payroll cycles and human resources support for all staff at Paws for Purple Hearts and its sister organization, Bergin College of Canine Studies. In addition to payroll/human resources...

Promoted
Farella Braun + Martel LLP
Portland, Oregon
Remote

The Billing Specialist supports the delivery of quality legal services to clients by performing all aspects of the firm's monthly billing process including special billing related projects and a broad range of requests, with a high level of analytical and problem-solving skills. The Billing Speciali...

Promoted
Insight Global
Portland, Oregon
Remote

Azure Data Factory - how to browse the data pipeline, export data pipeline, write data pipeline in ADF. Data Analyst experience, with a focus on analyzing data within the Azure cloud platform. Proven experience as a Data Analyst, with a focus on analyzing data within the Azure cloud platform. Databr...