Financial Advisor Assistant
All State Financial Co
Benefits:
Bonus based on performance
Company parties
Opportunity for advancement
Training & development
We are seeking a reliable, detail-oriented Assistant to support a Financial Advisor with Allstate Financial Services. This role is essential to keeping the advisor’s calendar full, appointments confirmed, and client follow-ups completed. The ideal candidate is organized, proactive, and comfortable making outbound phone calls.
What You’ll Do:
Manage and maintain the advisor’s calendar to ensure full daily schedules
Keep track and manage contact with referrals and leads from marketing sources
Contact referrals to set appointments
Schedule review meetings with existing clients
Confirm appointments and clearly communicate meeting details (when, where, and venue)
Follow up with clients on:
Life insurance underwriting requirements
Investment transfers and paperwork
Outstanding documents and next steps
Track appointments, follow-ups, and case status in CRM/scheduling systems
Provide day-to-day administrative and client support
Provide some translation services for clients
What We’re Looking For:
Strong phone and communication skills
Excellent organization and time management
Professional, friendly, and dependable
Comfortable handling confidential client information
Ability to manage multiple tasks and follow processes
Fully Bilingual English-Spanish is required
Experience in insurance, financial services, or scheduling is a plus, but not required
What Success Looks Like:
The advisor's calendar is consistently full and well-managed
Appointments are confirmed and attended
Clients feel informed and taken care of
Follow-ups are completed accurately and on time
Why This Role Matters: You play a key role in helping clients stay on track with their financial and insurance planning while allowing the advisor to focus on delivering advice and solutions.
About Us:
Allstate Financial Services, led by Mariel Nevarez in the Rio Grande Valley, has been serving the McAllen community for over a decade and is an agency within the Allstate network. Our commitment to customer satisfaction and professional integrity has earned us a loyal client base, while our supportive work environment fosters growth and development for our employees.
The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Financial Services, who are independent contractors. ® 2021 Allstate Insurance Co.
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