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  2. Personal Financial Representative and Life Specialist

Become an Allstate® Personal Financial Representative or Life Specialist

You have the experience, the self-motivation, and the desire to run your own business. All are key to your success, and the very things that make you a perfect fit for a career in life and financial services at Allstate. From college savings to retirement planning to life insurance, we're here to help people plan and protect their financial futures. Add to that, Allstate's reputation as a Fortune 100 company, and you've got everything you need to build a business helping people plan and reach their financial goals— while being your own boss.

Hear how Allstate's brand recognition has helped these Financial Specialists build their businesses.

Video Transcript

Super: Put You in Charge of You. How the Allstate brand can work for you.

Super: Frank Suspenzi Exclusive Financial Specialist Morton Grove, IL

00:00:10 Frank Suspenzi: I was reviewing other opportunities at the time and, uh, basically came to Allstate because of name recognition, primarily. Uh, the other firms, uh, weren't as dominant in the industry. uh, Allstate is [a], uh, largest publicly traded insurance company in the United States.

00:00:27 Frank Suspenzi: The Allstate, uh, brand, uh, is a powerful brand. It's--it has tremendous name recognition. It gives the customer a sense of security.

Super: Shanda Jeffries Exclusive Financial Specialist Simpsonville, SC

00:00:37 Shanda Jeffries: The Allstate brand brings a lot of credibility. Everybody knows who Allstate is. It's not like I have to explain where our company started, where we came from. Everybody knows Allstate.

Super: Jason Erickson Executive Financial Specialist Palatine, IL

00:00:46 Jason Erickson: The Allstate brand, uh, absolutely plays a very big part [into] the unlimited earning potential, uh, for myself and for anyone else in this position. People know the name. They trust--everyone knows the good hands. So you're...you're already in their household, so to speak. And...and that's been a...a tremendous advantage, I like to think.

Super: Be in the Business of You. Get started and talk to an Allstate Talent Advisor today. Call 866-512-7800.

Two Possible Career Paths

Whether you're a seasoned professional or you've been in the industry a few years, a career in life and financial services at Allstate offers unlimited earning potential. Allstate has two opportunities that focus on this area: Personal Financial Representative and Life Specialist.

Personal Financial Representative

As a Personal Financial Representative, you're in charge of you. You'll use your financial experience, network support and sales experience to help individuals determine the right mix of life and financial products to suit their needs. Consider the benefits of being a Personal Financial Representative at Allstate:

  • One of the most competitive commission-based plans in the industry where your earnings potential is only limited by your ambition.
  • Full range of top-name life insurance and annuity products, along with over 20 different mutual fund families.
  • A full suite of customizable marketing collateral and access to recognized industry tools.
  • Extensive network support from top-notch industry experts dedicated to your success.

Life Specialist

As a Life Specialist, you'll have an abundance of opportunities at your fingertips as you work to get your securities license. You'll have access to an existing customer base, the educational resources to grow your career in the life and financial services industry and most importantly, the ability to work on your own, but not alone.

Develop Relationships with Local Agency Owners

As a PFR, or Life Specialist, you'll also take the lead as the life and financial expert when you partner with local agents to help individuals create a comprehensive plan for their future. You'll be able to work with not just one, but multiple agents within a market — all with access to thousands of untapped customers who could benefit from your expertise. Together, you can grow the business and offer more thorough coverage for your customers' needs. It's a win-win-win.

Agent and customers sitting down and going through documents.

How Allstate's Agency Partnerships Work for You

  • Opportunities to cross-sell life & retirement solutions to Allstate customers.
  • Qualified leads that are introduced to you at the right time by agency owners who know their customers' needs.
  • Access to Allstate's customer protection reviews and customer needs analysis for better targeting.

Qualifications for PFR and Life Specialist Roles

Whether you're looking to become a PFR or a Life Specialist, we're looking for individuals who possess an unquenchable entrepreneurial spirit and a strong track record of success. You'll also need the following:

Required Qualifications

  • Life and Retirement Experience
    • At least 2 years of full-time life insurance or financial services customer facing sales.
  • Insurance Licenses
    • State Life/Health Insurance Licenses.
  • Financial Licenses (required for PFR role only)
    • FINRA Series 6 or 7 and 63.
  • Sales Experience
    • Blended mix of protection and asset accumulation sales.
  • Industry Experience
    • Prior experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred.
  • Professional Designations
    • RICP, FSCP, CLU, ChFC, CFP, and LUTCF preferred
  • Education
    • Bachelor's degree (or higher) with emphasis on business preferred
Talent advisor with Allstate beacon in the background.

Get Started Today

If you're ready to be in control and take the next step towards a successful career in life and financial services, call a Talent Advisor at 1.866.512.7800.

Contact a Talent Advisor
This website is not intended to be a consumer website nor a website to provide consumer education on or market Allstate products. This site is operating solely for the convenience of persons interested in opportunities to become Personal Financial Representatives of Allstate, its affiliates and/or subsidiaries. For consumer information, please go to allstate.com.

This life insurance information is provided for general consumer educational purposes and is not intended to provide legal, tax or investment advice. Allstate life insurance issued by Direct General Life Insurance Co., 911 Chestnut Street, Orangeburg SC 29115; Allstate Life Ins. Co. & Allstate Assurance Co., 3075 Sanders Rd, Northbrook IL 60062; American Heritage Life Ins. Co., 1776 American Heritage Life Dr., Jacksonville FL 32224. In New York, life insurance issued through Allstate Life Insurance Company of New York, Hauppauge NY. Life insurance also offered and issued by third party companies not affiliated with Allstate. Each company is solely responsible for the financial obligations accruing under the products it issues. Product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727. Check the background of this firm on FINRA's BrokerCheck website (https://brokercheck.finra.org).

Allstate Personal Financial Representatives are independent contractors, not employees of Allstate. In New York, Financial Specialists are employees of Allstate.

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