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For your reference, we have included the original job posting below.
Financial Sales Consultant (FSC)
Job Number:
25558291
Company Name:
Allstate Insurance Company
Job Location:
New Orleans, LA US
Job Category:
Sales & Sales Management
Salary:
5K
Minimum Education:
4-Year College Degree
Financial Sales Consultant (FSC)
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.
Responsible for: 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 Leder 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.
QUALIFICATIONS
Experience and Knowledge * 5-10 years of financial services and/or P&C sales/management experience recommended * 4 year college degree * Designated Supervisory Principal experience
Required Licenses (including certifications) * Series 7, 24, 51/53, 63 (in some states) or equivalent * Life Licensed * Industry certifications preferred
Analytical and Technical Skills * Extensive financial services product knowledge. * Expertise in NASD, SEC, and Broker/Dealer regulatory requirements. * Experience in using Allstate technology (i.e., ALSTAR, Agency IMPACT System, Access Allstate, Eclipse/InsMark etc.) and Microsoft Office Suite. * 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).
Non-technical Skills * Strong communication skills - Includes presentation, business writing, negotiation, motivation and relationship management. * Problem solving - Uses judgment by applying broad knowledge and experience when addressing complex issues. * Team building - Blends people into teams when needed; creates strong morale and spirit, defines success in terms of the whole team; creates a feeling of belonging in the team; etc. * Talent management - Fosters an environment that provides learning opportunities and support. * Planning and organizational skills - Can engage resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently.
Other * Business knowledge and leadership skills * Ability to develop effective internal relationships across business functions * Overnight travel
