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Job ID :
95357
Location :
Houston, TX US
Level :
Manager
Job Category :
Sales
Description :

Where good people build rewarding careers.

Think that working in the insurance field can’t be exciting, rewarding and challenging? Think again. You’ll help us reinvent protection and retirement to improve customers’ lives. We’ll help you make an impact with our training and mentoring offerings. Here, you’ll have the opportunity to expand and apply your skills in ways you never thought possible. And you’ll have fun doing it. Join a company of individuals with hopes, plans and passions, all using and developing our talents for good, at work and in life.


Job Description

 

 

Provide Support for new and existing Exclusive Financial Services (EFS), Exclusive Agents (EA) and Financial Specialists (FS) related to Allstate Life and Retirement (ALR) products. Implements and/or identifies best practices, education, and sales processes to support business needs.  Drives process adoption with EFSs, EAs, FSs and Licensed Sales Professionals (LSP). Influences behavior changes with ability to coach/engage EFSs, EAs, FSs, and LSPs.

 

The Financial Services Consultant (FSC) has responsibility for supporting the Territory Sales Leader (TSL) in the development and implementation of Allstate Life and Retirement (ALR)) business strategies for the territory.  This includes the ALR production plan & Exclusive Agent (EA), Financial Specialists (FS) and Exclusive Financial Specialist (EFS) development, EFS/FS appointments, and EFS/FS retention, and tactics to increase market share in ALR products. The FSC has direct involvement in the successful recruiting, appointment, installation, development, and retention of EFSs/FSs.  This individual shares direct responsibility with the TSL for achieving the annual ALR production and EFS/FS appointment plans in the assigned geographic area.

 

The FSC has responsibility for the on-going securities supervision and development of all EFSs/FSs and security licensed EAs of Allstate Financial Services, LLC assigned within a territory to ensure strict adherence to broker/dealer policies and procedures as well as applicable National Association of Securities Dealers, Inc. (NASD), Securities and Exchange Commission (SEC) and state securities laws and regulations.   

 

  • Focuses on building and maintaining relationships with distribution leaders, EAs and EFSs/FSs to help align individual producer and leader objectives with the organization’s ALR strategic priorities.
  • Works with the TSL to translate territorial business strategies into clear objectives, tactics, specific action steps and accountabilities, and prepares producer production estimates.
  • Works with the TSL to implement tactics and processes to achieve the territorial ALR business plan. 
  • Champions new ideas and initiatives; identifies new business opportunities and makes them a reality; fosters innovation and risk-taking.
  • Partners with Field Sales Leaders (FSL) to implement sales and revenue generating processes with agencies to solidify EA/EFS/FS partnerships and generate ALR business results.
  • Builds and maintains a collaborative working relationship across all distribution functional areas (and proactively shares information to ensure a common vision and partnership in support of agency financial services growth.
  • Forecasts EFS/FS appointments and other resource needs for the territory, including anticipating turnover, and develops contingency plans to meet the territorial EFS/FS appointment plan.
  • Responsible, with the TSL, for the territorial EFS/FS appointment plan.
  • Prospects for EFS/FS candidates using a variety of sources including but not limited to: industry organizations, industry contacts, internet leads, referrals, cold calls, direct mail, etc. to attract high caliber EFSs/FSs for the territory.
  • Interviews EFS/FS candidates, review qualifications and evaluates candidates.
  • Works with the FSL to facilitate future partnerships with EA and EFS/FS candidates prior to the EFS/FS appointment.
  • Completes a subsequent evaluation of a candidate’s background once all external background reports have been received (i.e. results from FBI finger print report, etc.).

 

 

Job Qualifications

 

  • 5+ years of financial services and/or P&C sales/management experience recommended
  • 4 year college degree
  • Designated Supervisory Principal experience
  • Extensive financial services product knowledge.
  • Expertise in NASD, SEC, and Broker/Dealer regulatory requirements.
  • Knowledge of industry including competitors and trends (i.e., knows what it takes to be successful in the financial services industry; has a thorough knowledge of the industry’s history, customers, and competitive environment).
  • Strong communication skills - Includes presentation, business writing, negotiation, motivation and relationship management.
  • Ability to develop effective internal relationships across business function.
  • Overnight travel
  • Series 7, 24, 53, 63 (in some states) or equivalent and Life & Health license
  • Industry certifications preferred


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

Good Work. Good Life. Good Hands®.

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.

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



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 see the notice regarding the San Francisco Fair Chance Ordinance.

For jobs in Los Angeles, please seethe notice regarding the Los Angeles Ordinance.

It is the policy of Allstate to employ the best qualified individuals available for all jobs without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity/gender expression, disability, and citizenship status as a veteran with a disability or veteran of the Vietnam Era.

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