- 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
-
Tax specialist for financial accounting
1 week ago
FusionTech Pawtucket, United StatesAbout the Company · We are a renowned firm for competent tax consulting and support in business and personal decisions. Through individual and personal tax advice, we focus on the benefits of our clients. With more than four decades of experience. Experienced - Committed - Access ...
-
Johnson Brunetti Needham Heights, United StatesFinancial Planning and Advisor Support Specialist · Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy work ...
-
Alera Group Needham, MA, United StatesAre you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create clients finan ...
-
Patient Financial Specialist
2 weeks ago
New England Life Care Woburn, United StatesJob Description · Job DescriptionNELC is rapidly expanding the number of hospitals it serves and is participating with its hospital members in the implementation of several new population health and disease management programs for which care is provided in the home. NELC is seeki ...
-
Patient Financial Specialist
2 days ago
Northeast Family Services Lawrence, United StatesJob Description · Job Description · Northeast Family Services is looking for a Patient Financial Services (PFS) Representative to join our growing team The Patient Financial Services Representative will work directly with our clients to provide education and support around their ...
-
Stellar Enterprises Lowell, United StatesThe German Doctors' Financial is the leading financial service provider in a highly specialized market and is part of the worldwide successful AXA Group. A crucial factor for our ongoing success – in addition to our 135 years of experience in financial consulting for doctors – is ...
-
Financial Crimes Specialist II
2 days ago
Northern Bank Woburn, United StatesJob Description · Job DescriptionThe Financial Crimes Specialist II assists with daily monitoring required for compliance with the Bank's BSA/AML and anti-fraud programs. The primary areas include suspicious activity monitoring, high risk account monitoring, enhanced due diligenc ...
-
Johnson Brunetti Needham Heights, United StatesFinancial Planning and Advisor Support Specialist · Are you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy work ...
-
Alera Group Needham, MA, United StatesAre you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's fina ...
-
Financial Specialist
2 days ago
Signature Healthcare West Bridgewater, United States**About us** · Signature Healthcare is a large business in HEALTH_CARE_MEDICAL in West Bridgewater, MA. We are professional, agile and professional. · Our work environment includes: · - Modern office setting · - Food provided · - Modern office setting · - Wellness programs · Pay: ...
-
Alera Group Needham, MA, United States Full timeAre you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? If you enjoy working with advisors and helping to create client's financial plans and other analysis documents, we would l ...
-
Alera Group Needham, MA, United States Full timeAre you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's fina ...
-
Financial Planning Specialist
4 weeks ago
Lead Advisor Westborough, United StatesDescription: Financial Planning Specialist · Our full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning. · We have an im ...
-
Financial Planning Specialist
2 weeks ago
Lead Advisor Westborough, United StatesDescription: Financial Planning Specialist · Our full-service financial advisory practice serves high net worth and emerging high net worth clients with wealth management, tax-efficient savings strategies, estate planning, risk management, and retirement planning. · We have an ...
-
Alera Group Needham, United StatesAre you looking for an opportunity to work one-on-one with our advisors in a supporting role? Do you enjoy working with numbers and creating financial plans? Are you driven, self-motivated and results-focused? If you enjoy working with advisors and helping to create client's fina ...
-
Grants Financial Specialist
2 days ago
Metropolitan Area Planning Council Boston, United States**Description**: · The Metropolitan Area Planning Council (MAPC) seeks to hire a Grants Financial Specialist (hereafter, Specialist) to provide budgetary oversight of a variety of state and federal grants the Municipal Collaboration Department implements. Specific duties include ...
-
Financial Reporting Specialist
3 weeks ago
Bracebridge Capital Boston, United StatesBracebridge Capital, LLC is a leading hedge fund manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without ...
-
Grants Financial Specialist
17 hours ago
Metropolitan Area Planning Council (MAPC) Boston, United States Full time· Description · The Metropolitan Area Planning Council (MAPC) seeks to hire a Grants Financial Specialist (hereafter, Specialist) to provide budgetary oversight of a variety of state and federal grants the Municipal Collaboration Department implements. Specific duties include de ...
-
Patient Financial Specialist
1 week ago
New England Life Care Woburn, United StatesNELC is rapidly expanding the number of hospitals it serves and is participating with its hospital members in the implementation of several new population health and disease management programs for which care is provided in the home. NELC is seeking talented staff to keep pace wi ...
-
Financial Clearance Specialist
2 days ago
Signature Healthcare West Bridgewater, United States**Signature Healthcare · - Brockton Hospital is Southeastern Massachusetts' premier local provider of quality, personalized medical services. We are comprised of the award-winning not-for-profit Signature Healthcare Brockton Hospital; Signature Medical Group (SMG), a multi-specia ...
Exclusive Financial Specialist - Natick, United States - Allstate Benefits
Description
.
Job Description
Would you like to own a meaningful financial services practice under the Allstate brand?
Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business.
Job Qualifications
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have:
#LI-EM1
