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Attorney in Edwardsville, AL

Allstate Insurance Company, Inc Apr 28,2016 Location Edwardsville AL
This job is expired...

In-House

Attorney

Litigation - Whistleblower - CFTC

Other

Min 7 yrs required

Profile

Advanced Financial Sales Consultant The candidate will work closely with Field Leaders and Financial Services Representatives to deliver Customer Value Proposition (CVP) to targeted customer segments of the business. Through case consultations, work with financial services producers to optimize single/packaged solution recommendations that address customer financial services needs and deepen relationships. Generate a high level of production in their assigned regions through improved prospecting, solution recommendations, case consultation and closure of sales opportunities. Develop new business opportunities and sales growth by initiating and maintaining strong producer relationships. Increase financial services sales through consultative sales approach. Assist producers with understanding customer segments and how to prospect book. Assist with product recommendations and creation of customer solutions presentations. Assist with client meetings and presentations, as needed. Follow-up on pending cases/plans to improve close rates. Provide technical and sales support on Advanced Market opportunities. Support requests for assistance to develop advanced sales cases. Follow-up on pending plans to improve close rates and related sales. Train and educate targeted group of producers. Build knowledge in Advanced Sales (including how to prospect for more business and close cases). Present and administer Growth Strategy curriculum and set goals with local leadership on how to achieve/maintain increased productivity of participants. Provide case consultation where needed to drive higher production. Present Business Planning Institute program and work with local leaders to successfully certify participants. Achieve regional recertification goal and related sales results. Build strong relationships with field sales leaders. Gain alignment on regional strategy and business plans to reach targeted customer segments (including Business Owner Market). Work with 3rd Party Advanced Sales resources to optimize support to agency channel and Exclusive Financial Specialist (EFS) group.

Qualification and Experience

The candidate should have a four-year college degree. An advanced degree or professional designation such as CFP, ChFC, CLU, J.D., CPA is preferred. Must have 7+ years of field sales experience in financial products (personal production, advanced sales, wholesaling) and a proven ability to generate business as measured by sales and persistency. Series 6 or 7, 63 and Life and Health Insurance License required. Experience in consultative selling is needed. Knowledge of Advanced Sales market included retirement Q/NQ plans, estate plans, business planning, tax code, etc. essential. Broad and Strong financial services product knowledge (Life Insurance, Annuities, Securities, DI, LTC) a must. Broad and strong knowledge of protection, accumulation, distribution and asset transfer strategies essential. Should have current knowledge in FINRA, SEC, Broker/Dealer compliance requirements.

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