What are the responsibilities and job description for the Personal Financial Services Representative position at Allstate Financial Services, LLC?
Company Description
Allstate Financial Services, LLC, the proprietary registered Broker-Dealer of the Allstate Corporation, is dedicated to helping individuals protect themselves from life’s uncertainties and plan for the future. We provide a range of financial products, including Life Insurance, Annuities, Mutual Funds, and Retirement and College Savings Programs. Our team operates with a customer-first approach to deliver customized solutions. Securities are offered by Personal Financial Representatives and the company is a member of FINRA and SIPC, with its main office located in Lincoln, Nebraska.
Role Description
This full-time hybrid role for a Personal Financial Services Representative is based in Northern CA, with some flexibility for remote work. Core responsibilities include working with clients to provide personalized financial planning and product recommendations. The representative will assist individuals with insurance, investments, and retirement planning, ensuring their financial goals are met. Additional duties involve maintaining client relationships, identifying opportunities for financial improvement, and ensuring compliance with industry regulations.
Qualifications
- Proficiency in Finance, Financial Services, and Investment management
- Strong knowledge of Insurance products and solutions
- Excellent Customer Service skills to build and maintain client relationships
- Capacity to analyze and present financial strategies tailored to customer needs
- Licenses such as Series 6, 63, or equivalent and Life Insurance licensure (or willingness to obtain)
- Bachelor's degree in Finance, Business, or a related field preferred
- Strong interpersonal communication and problem-solving abilities
- Self-motivated with the ability to work independently in a hybrid environment