Financial Services Education Consultant

Location
Bridgewater, New Jersey
Salary
Not Specified
Posted
Sep 21, 2016
Closes
Nov 20, 2016
Ref
37535.3
Category
Sales
Job Type
Not Specified
Career Level
Not Specified

The primary duties of this position are to provide financial services, product education, and sales skills development primarily to Financial Specialists and also field sales leaders and Exclusive Agencies. Lead process to identify and install new partnerships. Works with FSLs and FSCs to identify/match new partnerships. Works with FSLs to install new partnerships including, goal setting, communication,partnership business plans, etc. This role is seen as a Subject Matter Expert. Reports to the Regional Financial Sales Leader (RFSL) No direct reports.


Job Description

The primary duties of this position are to provide financial services, product education, and sales skills development primarily to Financial Specialists and also Field Sales Leaders (FSL) and Exclusive Agencies. Lead process to identify and install new partnerships. Works with FSLs and Financial Services Consultants (FSC) to identify/match new partnerships. Works with FSLs to install new partnerships including, goal setting, communication, partnership business plans, etc. This role is seen as a Subject Matter Expert.

Job Description

The primary duties of this position are to prvide financial services, product education, and sales skills development primarily to Financial Specialists and Field Sales Leaders (FSL) and Exclusive Agencies. Lead process to identify and install new partnerships. Works with FSLs and Financial Services Consultants (FSC) to identify/match new partnerships. Works with FSLs to install new partnerships including, goal setting, communication, partnership business plans, etc. This role is seen as a Subject Matter Expert.

Job Qualifications

  • 4-6 years of financial services and/or P&C sales/management experience recommended
  • 4 year college degree
  • Extensive financial services product knowledge.
  • Knowledge of education techniques
  • Experience with 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).
  • Strong communication skills - Includes presentation, business writing, negotiation, motivation and relationship management.
  • Ability to develop effective internal relationships across business functions
  • Overnight travel
  • Required Licenses (including certifications): Series 6/7, 51/53, 63 (in some states) or equivalent
  • Life Licensed
  • Industry certifications preferred *(CFP, ChFC, CLU, LUTCF)

Allstate is looking for candidates who possess business knowledge and leadership skills. Along with the ability to develop effective internal relationships across business functions. There may be some overnight travel required.


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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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.