Personal Financial Representative

Benefits :

Bonus based on performance

Dental insurance

Health insurance

Paid time off

As a Personal Financial Representative, you're in charge of you. You'll use your financial experience, network support and sales experience to help individuals determine the right mix of life and financial products to suit their needs. Consider the benefits of being a Personal Financial Representative at Mayberry Insurance Agency :

One of the most competitive commission-based plans in the industry where your earnings potential is only limited by your ambition.

Full range of top-name life insurance and annuity products, along with over 20 different mutual fund families.

A full suite of customizable marketing collateral and access to recognized industry tools.

Extensive network support from top-notch industry experts dedicated to your success.

As a PFR Specialist, you'll also take the lead as the life and financial expert to help individuals create a comprehensive plan for their future. You'll be able to work with established clients directly in the portfolio with access to thousands of untapped customers who could benefit from your expertise. Together, you can grow the business and offer more thorough coverage for your customers' needs. It's a win-win-win.

Opportunities to cross-sell life & retirement solutions to Allstate customers.

Qualified leads that are introduced to you at the right time by the agency owner who know their customers' needs.

Access to Allstate's customer protection reviews and customer needs analysis for better targeting.

Qualification for PFR :

Life and Retirement Experience At least 2 years of full-time life insurance or financial services customer facing sales.

Insurance Licenses State Life / Health Insurance Licenses.

Financial Licenses FINRA Series 6 or 7 and 63.

Sales Experience Blended mix of protection and asset accumulation sales.

Industry Experience Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred.

Professional Designations RICP, FSCP, CLU, ChFC, CFP, and LUTCF preferred

Education Bachelor's degree (or higher) with emphasis on business preferred

The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.