Financial Advisor Assistant at Allstate Insurance in TX-McAllen-78501 Hybrid - US

Job description

• We're looking for a sharp, personable, and highly organized Assistant to be the engine behind a busy financial advisory practice. This isn't a background role — you'll be the first voice many clients hear, the person who keeps the calendar running, and a key reason clients feel informed and well cared for. If you're a natural communicator who thrives on staying organized and following things through to completion, this role was built for you.
• Think of this office like a doctor's practice — the advisor is the doctor, and this role is everything else that makes the practice run. When it works, the advisor walks in, sees clients back-to-back, delivers advice, and ends the day knowing everything was handled...when it doesn't, nothing works.
• On any given day: outbound calls in the morning, confirming tomorrow's schedule by midday, chasing down a missing document in the afternoon, updating the CRM before the day ends — all while fielding calls from clients who need help with a form or have a quick question. No two days are identical, but the goal never changes: keep the advisor productive and clients taken care of.

Responsibilities

• Own the advisor's calendar — keeping it full, organized, and running smoothly
• Reach out to referrals and leads to schedule initial appointments
• Call existing clients to schedule annual reviews and follow-up meetings
• Confirm appointments and ensure clients know the time, location, and what to bring
• Follow up on time-sensitive action items: underwriting requirements, transfer paperwork, outstanding documents, and open case next steps
• Provide customer service to existing clients — forms, contact updates, and general support
• Track appointments, leads, and case statuses in CRM and scheduling systems
• Support Spanish-speaking clients in their preferred language
• Handle confidential client information with professionalism and discretion

Requirements

• Fully bilingual in English and Spanish — required
• Strong phone presence — you're comfortable calling people you've never met
• Organized, detail-oriented, and proactive — you notice what needs doing before being asked
• Professional and warm — clients should feel genuinely taken care of
• Able to juggle multiple open tasks without losing anything
• Tech savvy - you'll be handling multiple systems at once
• Experience in insurance, financial services, or scheduling is a plus — but attitude and work ethic matter more
• These licenses aren't required, but would be a real advantage: Texas Life & Health insurance License, FINRA Series 6/63

Skills

Required

• Fully bilingual in English and Spanish
• Strong phone presence
• Organized
• Detail-oriented
• Proactive
• Professional
• Warm
• Able to juggle multiple open tasks
• Tech savvy

Preferred

• Texas Life & Health insurance License
• FINRA Series 6/63

Benefits

• Bonus based on performance
• Company parties
• Opportunity for advancement
• Training & development
• 30–35 hours per week, with more hours as the practice grows
• $15–$20 per hour, based on experience
• Quarterly performance bonuses
• Currently work-from-home; will transition to in-office as the practice grows
• If licensed - additional income opportunities are available.
• Compensation: $15.00 - $20.00 per hour