Financial Sales Consultant- - Manager
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The Financial Services Consultant (FSC) opportunity includes recruiting, coaching and training, production growth for Allstate Financial and Life, to be deployed in markets where the most pressing needs. There is responsibility for support in the development and implementation of Financial Services (FS) business strategies. This includes the FS production plan, Exclusive Agent (EA) and Exclusive Financial Specialist (EFS) development, EFS appointments, EFS retention, and development of tactics to increase market share in FS products. The FSC has direct involvement in the successful recruiting, appointment, installation, development, and retention of EFSs.
This position will require field travel within the region.
1. Building and maintaining relationships with distribution leaders, EA's and EFS's to help align individual producer and leader objectives with the organizations FS strategic priorities.
2. Forecasting EFS appointments and other resource needs for the territory, anticipating turnover, and developing contingency plans to meet the territorial EFS appointment plan. FSC is also responsible with the Territory Sales Leader for territorial EFS appointment plan.
3. Conducting new EFS installations and on-going EFS development activities to ensure a quality development process that includes coordination of all involved support departments. Evaluating EFS skill levels and identifying development and education opportunities for new and existing EFSs.
The Agency Sales division helps develop business policies, processes and programs as well as provides a broad range of support designed to help over 10,000 Allstate Agents and Financial Specialists achieve business objectives. This unit works directly with Allstate business owners and their staff to increase growth in the Financial Services and Property and Casualty areas. Using expertise in recruiting, coaching and training, and sales production, the Agency Sales unit is making a great impact at Allstate by providing the resources to grow sales, agent appointments and market share through in regions across the country!
This is a field based opportunity covering the Atlanta and metro area of Georgia.
- 5-10 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.
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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.
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