Financial Advisor Assistant
Rio Grande Valley
Financial Advisor Assistant
Full Time • Rio Grande Valley
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.
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.
Compensation: $15.00 - $20.00 per hour
For more than 60 years, Allstate has been meeting customers’ life and retirement needs with a broad portfolio of financial solutions.
As an Allstate Exclusive Financial Associate, you’ll be the professional that customers turn to for a holistic financial wellness plan
with access to over 20 fund families and a full suite of retirement and investment products.
If you have at least two years life sales experience, you can also grow your career with access to top-rated life insurance products.
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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In demand
Consumers will always need insurance.
No inventory
You don't have to worry about storage, spoilage or waste.
Protect people
You'll help customers protect what matters most to them.
Invest in your future
Your license is valid for years and in most states.