Financial Sales Education Consultant - Rancho Cordova, CA

The Financial Services Education Consultant provides financial services product education and sales skills development primarily to Exclusive Financial Specialists.  Additionally, education to our field sales leaders and Exclusive Agencies.  Utilize your coaching and consultative skills in this role.  You would be an intregal part in the succuss of our Financial Specialist.  You would assist with identifying and installing new partnerships.  This is a mobile role and you would be working in the field.

The Agency Sales division helps develop business policies, processes and programs as well as provides a broad range of support designed to help over 10,000 Allstate Agents and Exclusive Financial Specialists (EFS) achieve business objectives. This unit works directly with Allstate business owners and their staff to increase growth in the Financial Services and Property and Casualty areas.  Using expertise in recruiting, coaching and training, and sales production, the Agency Sales unit is making a great impact at Allstate by providing the resources to grow sales, agent appointments and market share through in regions across the country!

• Help identity, develop and implement financial services education Exclusive Financial Specialists/Financial Specialists 
• Consult with AF Sales Education team to determine appropriate curriculum design.  Help consult with internal & external resources to implement various modules of education.
• Deliver structured EFS/FS financial services pre-center education program that supports regulatory requirements, the Allstate product portfolio, general industry knowledge, and sales marketing / presentation skills education. 
• Oversee new EFS installations.  Oversee evaluation of EFS skill levels and identify development and education opportunities.  Ensure a quality development process that includes the coordination of all involved support departments. 
• Help analyze correlation between training programs and field sales personnel performance.  Apply findings and assist in the development of appropriate educational and training programs to meet specific needs (in partnership with AF Sales Education team). 
• Leverages opportunities to apply knowledge learned on the job and to share such knowledge/best practices among peers.
• Involves wholesalers in EFS on-boarding experience, as necessary.

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