Personal Financial Representative

Salary :

$30,000 - 100,000 yearly

Company : Brandon Mayberry

Job Type : Full Time

Flower Mound, Tx 75022

Number of Applicants

000+

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications

Activate JobCopilot

Job Description - 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

Compensation: $30,000.00 - $100,000.00 per year

As a licensed sales professional, you'll learn the business inside and out. You'll help grow an Allstate agency and build relationships in your community.

And that's just the beginning. Continue your journey and explore other exciting opportunities within the agency and beyond, including potentially becoming an Allstate agency owner.

^{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.}

Original job Personal Financial Representative posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

Auto-Apply to Similar Jobs

Share Job

Get your Resume Reviewed for Free

Automate Job Applications for Similar Jobs

About the Company

Brandon Mayberry

Get an online insurance quote for quality coverage in the blink of an eye. Allstate offers insurance for your car, home, rental, motorcycle and more.

Similar Personal Financial Representative Jobs in the US

Get your Resume Reviewed for Free

Email address

Why are you reporting this job?

I think it’s a discriminatory or offensive

I think it’s fraudulent or a scam

I think it’s trying to sell something unrelated to the job / it’s asking for money

I think it contains incorrect or broken information

Other

All Job Ads are subject to GrabJobs’s Terms of Service. We allow users to flag postings that may be in violation of those terms. Job Ads may also be flagged by GrabJobs moderation team. However, no moderation system is perfect, and flagging a posting does not ensure that it will be removed.

Setup your job alert:

Frequency

By activating job alerts, I agree to GrabJobs Terms & Privacy Policy. I can unsubscribe to job alerts anytime. Skip

Personal Financial Representative

Job Description - Personal Financial Representative

About the Company

Similar Personal Financial Representative Jobs in the US

Mobile Apps