Retirement Sales Support Consultant

Allstate

Retirement Sales Support Consultant supporting Personal Financial Representatives with retirement planning and sales strategies. Facilitating communication and enhancing sales effectiveness through strategic guidance and training.

Posted 6/23/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $52,800 - $80,475 per yearWebsite

About the role

Key responsibilities & impact

Provide comprehensive support to Personal Financial Representatives (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.
Coaching 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.
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.
Lead Case Study Workshops for new PFRs to provide practical experience with available sales tools.
Conduct post-session training for PFRs following AFSU program participation.
Recommend and arrange supplemental virtual training sessions for PFRs and field leaders as appropriate.

Requirements

What you’ll need

FINRA Series 7 and 63 required
Obtaining Series 24 and Series 51 is preferred.
College degree preferred
2-4 years of financial services experience, previous sales experience
Knowledge of all investment products preferred: mutual funds, variable annuities, variable life, stocks, bonds, unit investment trusts and 529 plans
Knowledge of different account registration types, i.e., 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 required – Uses seasoned judgment by applying broad knowledge and experience when addressing complex issues.
Strong oral and written communication skills including the ability to make presentations to large groups.

Benefits

Comp & perks

Comprehensive technology setup, including a laptop, monitors, headset, keyboard, and mouse.
Monthly connectivity reimbursement to help offset internet costs.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experiencesales strategiesmutual fundsvariable annuitiesvariable lifestocksbondsunit investment trusts529 plansaccount registration types

Soft Skills

problem solvingcommunication skillspresentation skillscollaborationcoachingrelationship buildingadaptabilityeducation promotionsales effectivenesstraining

Certifications

FINRA Series 7FINRA Series 63Series 24Series 51