Financial Advisor Assistant
Allstate Financial Services - Mariel Nevarez•McAllen, TX
•$15 - $20•Onsite
About The Position
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. 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.
Requirements
- 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
Nice To Haves
- Experience in insurance, financial services, or scheduling is a plus, but not required
Responsibilities
- 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, and 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
Benefits
- Bonus based on performance
- Company parties
- Opportunity for advancement
- Training & development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
