Retirement Sales Support Consultant

Job Description

The Retirement Sales Support Consultant plays a vital role in supporting Personal Financial Representatives (PFRs) and other field staff by providing expert guidance on retirement planning, product offerings, and sales strategies.

• Provide comprehensive support to 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.
• Coach 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.
• Use 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 the 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.

• FINRA Series7 and Series
  63 required;
  Series
  24 and Series
  51 preferred.
• College degree preferred; 2–4years of financial services experience, including prior sales experience.
• Knowledge of all investment products (mutual funds, variable annuities, variable life, stocks, bonds, unit investment trusts, 529 plans).
• Knowledge of different account registration types (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, using seasoned judgment to address complex issues.
• Strong oral and written communication skills, including the ability to make presentations to large groups.
• Experience with compliance, product sales, sales objectives, and training.
• Background investigation required for all candidates.

Annual base salary range: $52,800.00 – $80,475.00, based on experience and qualifications.

Allstate is an equal‑opportunity employer. The company does not sponsor employment‑based visas for this position. All applicants may be subject to a background check. Allstate is committed to providing a workplace that is free from discrimination and harassment.