Personal Financial Representative
Allstate Financial Services, LLC, Houston, Texas, United States, 77246
Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation, dedicated to assisting individuals in achieving their financial goals. The company offers a range of financial products and services, including life insurance, annuities, mutual funds, UITs, and retirement and college savings programs. As a member of FINRA and SIPC, Allstate Financial Services is committed to providing professional and reliable investment solutions. The main office is located in Lincoln, NE, with a strong presence across the United States.
Role Description This is a full-time, on-site role located in Greater Houston for a Personal Financial Representative. The role involves working closely with clients to identify their financial goals and providing customized financial and investment planning solutions. Day-to-day tasks include assisting clients with retirement planning, suggesting appropriate investment strategies, offering insurance products, and providing guidance on mutual funds. The representative will assist clients with financial decision-making and ensure compliance with regulatory requirements.
Qualifications
Proficiency in Financial Planning and Retirement Planning to guide clients in achieving their long-term goals
Knowledge and expertise in Insurance and Mutual Funds to offer tailored financial solutions
Strong understanding of Finance concepts to make informed investment and savings recommendations
Excellent communication, interpersonal, and customer service skills
Ability to work on-site in Greater Houston and collaborate effectively within a professional team environment
Holding applicable licenses and registrations (e.g., FINRA Series 6 or 7 and 63 or 65/66 preferred)
Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
Prior experience working in financial services or insurance
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Role Description This is a full-time, on-site role located in Greater Houston for a Personal Financial Representative. The role involves working closely with clients to identify their financial goals and providing customized financial and investment planning solutions. Day-to-day tasks include assisting clients with retirement planning, suggesting appropriate investment strategies, offering insurance products, and providing guidance on mutual funds. The representative will assist clients with financial decision-making and ensure compliance with regulatory requirements.
Qualifications
Proficiency in Financial Planning and Retirement Planning to guide clients in achieving their long-term goals
Knowledge and expertise in Insurance and Mutual Funds to offer tailored financial solutions
Strong understanding of Finance concepts to make informed investment and savings recommendations
Excellent communication, interpersonal, and customer service skills
Ability to work on-site in Greater Houston and collaborate effectively within a professional team environment
Holding applicable licenses and registrations (e.g., FINRA Series 6 or 7 and 63 or 65/66 preferred)
Bachelor’s degree in Finance, Economics, Business, or a related field is preferred
Prior experience working in financial services or insurance
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