Retirement Sales Support Consultant

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $52.8k - $80.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Allstate

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1931

💸 Finance

💰 Post-IPO Equity on 2014-01

Insurance • Finance

Allstate is an industry leader in providing insurance solutions, focusing on home, auto, device, and identity protection. With a commitment to customer well-being, Allstate aims to instill peace of mind and financial security for its customers. The company also emphasizes community impact and sustainability through various initiatives, showcasing their dedication to social responsibility and positive change.

📋 Description

• Provide comprehensive support to Personal Financial Representatives (PFRs) regarding AFS business procedures, product expertise, sales strategies, retirement planning, and effective utilization of sales tools. • Initiate outbound communications with field staff to facilitate collaboration and information sharing. • Offer timely assistance to New Exclusive Financial Specialists (EFS) and Exclusive Agents (EA) within 7–10 days of their Welcome Letter receipt. • Conduct regular check-ins with PFRs and sales leaders to promote education on sales ideas and tools. • Assist PFRs in delivering mutual funds presentations and solutions, including: Guidance on fund comparisons, hypothetical scenarios, and feedback based on analytical review. • Coaching PFRs to develop techniques and strategies that strengthen sales effectiveness. • Respond to inbound inquiries from PFRs and field leaders, providing expertise across a broad spectrum of financial services. • Foster collaborative relationships between EFS/EA teams to enhance synergy and field effectiveness. • Coordinate closely with field management, delivering targeted sales support as required. • Present AFS sales information and materials virtually to all agents within assigned territories. • Lead Case Study Workshops for new PFRs to provide practical experience with available sales tools. • Conduct post-session training for PFRs following AFSU program participation. • Recommend and arrange supplemental virtual training sessions for PFRs and field leaders as appropriate.

🎯 Requirements

• FINRA Series 7 and 63 required • Obtaining Series 24 and Series 51 is preferred. • College degree preferred • 2-4 years of financial services experience, previous sales experience • Knowledge of all investment products preferred: mutual funds, variable annuities, variable life, stocks, bonds, unit investment trusts and 529 plans • Knowledge of different account registration types, i.e., 403(b), Roth IRA, joint tenants, 401(k), UGMA/UTMA, 529 Plans, etc. • Ability to adapt quickly to new and emerging technologies to facilitate virtual relationships and training • Problem solving skills required – Uses seasoned judgment by applying broad knowledge and experience when addressing complex issues. • Strong oral and written communication skills including the ability to make presentations to large groups.

🏖️ Benefits

• Comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. • Monthly connectivity reimbursement to help offset internet costs.