File Checker responsible for maintaining compliance in financial planning at a wealth management firm. Engaging with stakeholders to ensure high - quality standards and risk mitigation.
About the role
- Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.
Responsibilities
- build your own financial services practice with support from Allstate
- partnership with Allstate Agency owners to drive new business
- support from a variety of product offerings
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
- continued education to help succeed
- share space with agency owner and obtain leads
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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