Accountant supporting Group Finance in balance sheet reconciliation and financial control across multiple entities at Oxford Policy Management. Preparing for the 31 March 2026 group year - end audit and engaging with overseas finance managers.
About the role
- Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
Responsibilities
- Build your own financial services practice with support from Allstate
- Drive new business in your community through partnership with Allstate Agency owners
- Meet with customers face-to-face and build deep relationships
- Collaborate with a team of licensed professionals
- Use the Allstate brand and resources to expand business opportunities
Requirements
- 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
Benefits
- Unlimited earning potential connected to business growth
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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