Retirement Sales Support Consultant

The Allstate Corporation

Job Overview

Location

Remote - Remote

Job Type

Full-time

Full Job Description

📋 Description

• Provide comprehensive support to Personal Financial Representatives (PFRs) on AFS business procedures, product expertise, sales strategies, and retirement planning.
• Initiate outbound communications with field staff to foster collaboration and ensure timely information sharing.
• Offer timely assistance to New Exclusive Financial Specialists (EFS) and Exclusive Agents (EA) within 7–10 days of receiving their Welcome Letter.
• Conduct regular check-ins with PFRs and sales leaders to educate on sales ideas, tools, and best practices.
• Assist PFRs in delivering mutual funds presentations by providing guidance on fund comparisons, hypothetical scenarios, and analytical feedback.
• Coach PFRs to develop and refine sales techniques that enhance effectiveness and client outcomes.
• Respond to inbound inquiries from PFRs and field leaders regarding mutual funds, variable annuities, variable universal life, unit investment trusts, qualified retirement plans, 529 plans, rollovers, transfers, and broker dealer change requests.
• Provide expert guidance on AFS policies and procedures, registration inquiries, and Best Interest and Compliance matters.
• Support PFRs in navigating AFS sales technology platforms including RightBRIDGE, Docupace, and eApp.
• Foster collaborative relationships between EFS/EA teams to improve field synergy and overall effectiveness.
• Coordinate closely with field management to deliver targeted sales support aligned with regional needs.
• Present AFS sales information and materials virtually to all agents within assigned territories following AFSU sessions, covering product knowledge, processes, and sales concepts.
• Lead Case Study Workshops for new PFRs to provide hands-on experience with sales tools and real-world scenarios.
• Facilitate post-session training for PFRs after participation in AFSU programs.
• Proactively recommend and arrange supplemental virtual one-on-one training sessions for PFRs and field leaders as needed.
• Execute additional responsibilities as assigned to support the broader goals of the Retirement Sales Support function.

🎯 Requirements

• FINRA Series 7 and 63 licenses required
• 2–4 years of financial services experience with previous sales experience
• Knowledge of investment products including mutual funds, variable annuities, variable universal life, stocks, bonds, unit investment trusts, and 529 plans
• Knowledge of account registration types such as 403(b), Roth IRA, joint tenants, 401(k), UGMA/UTMA, and 529 Plans
• Strong oral and written communication skills with ability to present to large groups
• Ability to adapt quickly to new and emerging technologies to facilitate virtual relationships and training

🏖️ Benefits

• Annual compensation range of $52,800.00 – $80,475.00 based on experience and qualifications
• Comprehensive technology setup provided including laptop, monitors, headset, keyboard, and mouse
• Monthly connectivity reimbursement to offset internet costs
• Required dedicated, private home workspace with reliable internet (minimum 50 MB download / 5 MB upload)

Skills & Technologies

Remote

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The Allstate Corporation

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About The Allstate Corporation

The Allstate Corporation is a publicly traded insurance holding company headquartered in Northfield Township, Illinois. Through subsidiaries, it offers personal property, casualty, life, and health insurance, roadside assistance, and financial services across the United States and Canada. Founded in 1931 as part of Sears, Roebuck and Co., it became independent in 1993 and now serves approximately 16 million households. Allstate distributes products via exclusive agents, independent agencies, direct-to-consumer channels, and online platforms, underwriting risks through brands such as Allstate, Encompass, and Esurance, while also investing in technology-driven ventures like Arity and Allstate Identity Protection.

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