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Retirement Sales Support Consultant
Retirement Sales Support Consultant-September 2024
Chicago
Sep 22, 2024
ABOUT ALLSTATE
Allstate is the largest publicly held personal lines property and casualty insurer in America.
10,000+ employees
Financial Services, Insurance
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About Retirement Sales Support Consultant

  The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands and taking bold steps to better serve customers' evolving needs. That's why now is an exciting time to join our team. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good.

  You'll do all this in an environment of excellence and the highest ethical standards - a place where values such as integrity, inclusive diversity and accountability are paramount. We empower every employee to lead, drive change and give back where they work and live. Our people are our greatest strength, and we work as one team in service of our customers and communities.

  Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For more than 89 years we've thrived by staying a step ahead of whatever's coming next - to give customers peace of mind no matter what changes they face. We acted with conviction to advocate for seat belts, air bags and graduated driving laws. We help give survivors of domestic violence a voice through financial empowerment. We've been an industry leader in pricing sophistication, telematics, digital photo claims and, more recently, device and identity protection.

  We are the Good Hands. We don't follow the trends. We set them.

  Job Header:

  SAP Job Title: ALR-BD Op Sales Support-Cons I

  Band: B1

  FLSA Status: Exempt

  Job Code: 70018020

  Revised Date: 05/10/2023

  Job Description

  Allstate has an exciting opportunity for a Retirement Sales Support position - Remote eligible!

  The Retirement Sales Support team is dedicated to helping Personal Financial Representatives (PFR) with sales of Allstate Financial Services Securities products. This team provides support to the PFRs through an incoming call line answering product and sales tools questions. They conduct one-on-one case consultations to provide hands on coaching for new business submissions. The team also assists with increasing sales by making outbound phone calls to new Financial Specialists providing sales ideas and support with products and sales tools.

  Key Responsibilities:

  Support Personal Financial Representatives (PFR) with AFS submitting business procedures, product knowledge, sales ideas, retirement plans, and sales toolsMake outbound phone calls to the field Provide support to New Exclusive Financial Specialists (EFS) and Exclusive Agents (EA) within 7-10 days of receipt of their Welcome LetterConduct regular check in's with PFRs and sales leaders for sales ideas and sales tools educationAssist PFRs with mutual funds sales presentations and solutions including but not limited to: Providing Morningstar reports and feedback with the analysisProviding sales literature to help assist salesAnswer inbound calls from PFRs and field leaders regarding a wide range of financial services including but not limited to: Mutual funds, Variable Annuities, Variable Universal Life, Unit Investment TrustsQualified Retirement PlansRegistration QuestionsBest Interest and ComplianceAFS Policies and Procedures529s and educational plansRollovers, transfers, and change of broker dealer requestsAFS sales technology platforms - RightBRIDGE, Docupace and eAppAbility to build synergy between EFS/EA relationships Must work in conjunction with requests of field management while offering sales support as needed to the fieldDelivers AFS sales information and material virtually to all agents in assigned territory and upon completion of AFSU; including product, process, and sales concepts to drive the sales of Allstate retirement products.Conduct Case Study Workshops for new PFRs to provide a hands-on experience with the sales tools Facilitate training for PFRs during AFSU post sessionsProactively recommends and schedules supplemental virtual one on one training with PFRs and/or field leaders as appropriatePerforms other duties as assigned

  Supervisory Responsibilities:

  This job does not have supervisory duties.

  Job Qualifications

  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

  Notes:

  The preceding description is not designed to be a complete list of all duties and responsibilities. May be required to perform other related duties as assigned. Regular, predictable attendance is an essential function of this job.

  Compensation offered for this role is $52,500.00-$83,250.00 per year and is based on experience and qualifications.

  The candidate(s) offered this position will be required to submit to a background investigation, which includes a drug screen.

  Good Hands. Greater Together. ℠

  As a Fortune 100 company and industry leader, we provide a competitive salary - but that's just the beginning. Our Total Rewards package also offers benefits like tuition assistance, medical and dental insurance, as well as a robust pension and 401(k). Plus, you'll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy. For a full description of Allstate's benefits, visit https://www.allstate.jobs/benefits/

  Learn more about life at Allstate. Connect with us on Twitter, Facebook, Instagram and LinkedIn or watch a video.

  #LI-PF1

  Allstate generally does not sponsor individuals for employment-based visas for this position.

  Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

  For jobs in San Francisco, please click 'here' for information regarding the San Francisco Fair Chance Ordinance.

  For jobs in Los Angeles, please click 'here' for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.

  To view the 'EEO is the Law' poster click 'here'. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs

  To view the FMLA poster, click 'here'. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.

  It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.

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