Broker Dealer Operations Sales Support Analyst

Allstate

Full-time - Entry Level

Insurance Carriers and Related Activities

About the position

The Broker Dealer Operations Sales Support Analyst at Allstate is responsible for providing exceptional pre-sale and post-sale service to customers and representatives. This entry-level position emphasizes maintaining compliance with FINRA and SEC regulations while ensuring high-quality service and collaboration within the team.

Responsibilities

• Maintains accurate books and records
• Responds to PFR inquiries from SEC and FINRA
• Ensures team goals are met, including standards for quality, service-level agreements, and utilization
• Searches for facts and provides accurate information from ALR Policy and Procedures
• Promotes and fosters team collaboration to provide ALR customers outstanding service
• Responsible for new and ongoing product and procedural training
• Ensures team members follow proper policies and procedures
• Assists BD Support employees with all facets of their daily job functions including system and procedure assistance
• Ensures brokerage accounts held through NFS are in good order including accurate beneficiary information, fee activity, handling unsecured debit amounts, low-balance clean-up and yearly management
• Communicates accurate information about products, services, policies and procedures

Requirements

• 4 year Bachelor's Degree (Preferred)
• 0-2 years experience (Preferred)
• Customer Centricity
• Digital Literacy
• Inclusive Leadership
• Learning Agility
• Results-Oriented