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Retirement Sales Support Consultant
- New York, New York, United States
- New York, New York, United States
À propos
Job 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, such as:
Mutual Funds, Variable Annuities, Variable Universal Life, Unit Investment Trusts
Qualified Retirement Plans
Registration inquiries
Best Interest and Compliance matters
AFS Policies and Procedures
529 plans and educational savings options
Rollovers, transfers, and broker dealer change requests
AFS sales technology platforms, including RightBRIDGE, Docupace, and eApp
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, ensuring thorough coverage upon completion of AFSU sessions. Topics include product knowledge, processes, and sales concepts designed to drive Allstate retirement product sales.
Lead Case Study Workshops for new PFRs to provide practical experience with available sales tools.
Facilitate post‑session training for PFRs following AFSU program participation.
Proactively recommend and arrange supplemental virtual one‑on‑one training sessions for PFRs and field leaders as appropriate.
Execute additional responsibilities as assigned.
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
Skills Compliance, Product Sales, Sales Objectives, Training
Compensation Compensation offered for this role is 52,800.00 - 80,475.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Joining our team isn’t just a job — it’s an opportunity. One that takes your skills and pushes them to the next level. One that encourages you to challenge the status quo. One where you can shape the future of protection while supporting causes that mean the most to you. Joining our team means being part of something bigger – a winning team making a meaningful impact.
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, for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the "EEO Know Your Rights" 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.
Allstate provides a comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse. Employees eligible to work from home also receive a monthly connectivity reimbursement to help offset internet costs.
When working from home, you must have a dedicated, private workspace free from distractions, along with appropriate desk and seating. Reliable internet is required, with minimum speeds of 50 MB download and 5 MB upload.
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Compétences linguistiques
- English
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