Allstate
Retirement Expert
Key aspects of the role:
- Drive sales growth by engaging with interested prospective customers- all while working remote
- No cold calling— Connect through inbound calls and proactive outbound calls with active insurance shoppers
- Enjoy competitive compensation with a base salary + uncapped commissions
- Sell reputable products from Allstate and our family of brands
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Retirement Expert is responsible for delivering core benefit design and planning initiatives to all plan participants by applying professional judgment, deep subject matter expertise, and a strategic mindset. The individual will manage all aspects of the company’s retirement plans and programs, with a primary focus on the 401(k) plan and the Financial Wellbeing program. Responsibilities include vendor management, compliance, project management, strategic planning and design, and partnering with the communications team. In addition, the individual will be responsible for implementing, managing and developing innovative solutions that support the business unit strategy and design by applying thought leadership and their subject matter expertise.
Key Responsibilities
- Accountable for the strategic oversight of the company’s 401(k) retirement plan and Financial Wellbeing program, ensuring vendor performance, regulatory compliance, and alignment with organizational objectives
- Serve as the primary subject matter expert and point of contact for all aspects of the 401(k) plan and Financial Wellbeing program including plan design, operations, communications, and performance management
- Lead vendor relationships, managing recordkeepers, consultants, fiduciary partners, and other third-party providers
- Monitor legal and regulatory developments affecting the 401(k) plan and implement necessary changes to maintain compliance with ERISA, IRS, and DOL rules
- Support the administration and oversight of other retirement plans—including pension and non-qualified plans—through strategic guidance and operational coordination
- Collaborate with internal partners in HR, legal, finance, and leadership to ensure retirement plans are integrated with broader total rewards strategies
- Manage retirement-related projects such as plan redesign, mergers, divestitures, and audits
- Analyze plan data and metrics to identify trends, optimize outcomes, and present recommendations to senior leadership
- Collaborate with senior leadership on retirement program budgeting and reporting
Education
- 4 year Bachelors Degree (Preferred)
Experience
- 7 or more years of experience (Preferred)
Functional Skills
- Expertise in 401(k) plan administration, compliance, and plan design.
- Proven ability to manage and enhance Financial Wellbeing programs.
- In-depth knowledge of ERISA, IRS, and DOL regulations and their application.
- Strong vendor management skills, including oversight of recordkeepers and consultants.
- Strategic planning experience with a focus on aligning retirement programs with organizational. goals.
- Skilled in leading cross-functional projects and managing multiple initiatives simultaneously.
- Proficient in budgeting processes and coordinating internal and external audits.
- Experience preparing and delivering presentations to executive committees and senior leadership.
Supervisory Responsibilities
- This job does not have supervisory duties.
Education & Experience (in lieu)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Skills
401k Administration, 401k Planning, ERISA Audits, IRS Regulations, Microsoft Excel, Plan Design, Project Management, Reporting, Retirement Planning, Strategic Planning, Vendor Management, Wellbeing
Compensation
Compensation offered for this role is $92,560.00 – 166,465.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Sales
What We Do:
As an expert on our products and services, you can give customers personalized attention and innovative solutions to make their lives easier.
How We Support You:
Starting day one, you’ll have access to resources and incentives to keep you feeling challenged and excited about your careers.
Make An Impact:
As a member of our sales team, you’ll bring a sense of ease and support to customers looking for a better understanding of their protection options. Whether in the field or talking to customers over the phone, you’ll continue to build trust in who we are and what we do.
Working together
You’re in Good Hands® is more than a promise we make to our customers. It’s a promise we make to our employees, too.
We want you to love where you work. That starts with the freedom to be yourself. Our workplace flexibility and focus on individuality means everyone is seen, heard and respected.
When you join us, you’ll have the opportunity to push your skills to the next level with access to development programs to support your career aspirations – whatever that means for you. Because as you learn and grow, so do we.
Working here also means getting the chance to make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Retirement Expert is responsible for delivering core benefit design and planning initiatives to all plan participants by applying professional judgment, deep subject matter expertise, and a strategic mindset. The individual will manage all aspects of the company’s retirement plans and programs, with a primary focus on the 401(k) plan and the Financial Wellbeing program. Responsibilities include vendor management, compliance, project management, strategic planning and design, and partnering with the communications team. In addition, the individual will be responsible for implementing, managing and developing innovative solutions that support the business unit strategy and design by applying thought leadership and their subject matter expertise.
Key Responsibilities
- Accountable for the strategic oversight of the company’s 401(k) retirement plan and Financial Wellbeing program, ensuring vendor performance, regulatory compliance, and alignment with organizational objectives
- Serve as the primary subject matter expert and point of contact for all aspects of the 401(k) plan and Financial Wellbeing program including plan design, operations, communications, and performance management
- Lead vendor relationships, managing recordkeepers, consultants, fiduciary partners, and other third-party providers
- Monitor legal and regulatory developments affecting the 401(k) plan and implement necessary changes to maintain compliance with ERISA, IRS, and DOL rules
- Support the administration and oversight of other retirement plans—including pension and non-qualified plans—through strategic guidance and operational coordination
- Collaborate with internal partners in HR, legal, finance, and leadership to ensure retirement plans are integrated with broader total rewards strategies
- Manage retirement-related projects such as plan redesign, mergers, divestitures, and audits
- Analyze plan data and metrics to identify trends, optimize outcomes, and present recommendations to senior leadership
- Collaborate with senior leadership on retirement program budgeting and reporting
Education
- 4 year Bachelors Degree (Preferred)
Experience
- 7 or more years of experience (Preferred)
Functional Skills
- Expertise in 401(k) plan administration, compliance, and plan design.
- Proven ability to manage and enhance Financial Wellbeing programs.
- In-depth knowledge of ERISA, IRS, and DOL regulations and their application.
- Strong vendor management skills, including oversight of recordkeepers and consultants.
- Strategic planning experience with a focus on aligning retirement programs with organizational. goals.
- Skilled in leading cross-functional projects and managing multiple initiatives simultaneously.
- Proficient in budgeting processes and coordinating internal and external audits.
- Experience preparing and delivering presentations to executive committees and senior leadership.
Supervisory Responsibilities
- This job does not have supervisory duties.
Education & Experience (in lieu)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Skills
401k Administration, 401k Planning, ERISA Audits, IRS Regulations, Microsoft Excel, Plan Design, Project Management, Reporting, Retirement Planning, Strategic Planning, Vendor Management, Wellbeing
Compensation
Compensation offered for this role is $92,560.00 – 166,465.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working in Claims
What We Do:
Your ability to quickly and calmly make smart decisions can make a huge difference in how confident customers feel throughout the claims process. And as you support our customers, we’re there to support you.
How We Support You:
We empower your success starting day one. You’ll have access to everything you need to grow professionally while helping our customers get their lives back on track.
Make An Impact:
Helping customers with their claims is about learning their stories, not just processing their paperwork. You can take pride in the fact that you’re providing invaluable guidance and helping to build continued trust in our company.
Working together
You’re in Good Hands® is more than a promise we make to our customers. It’s a promise we make to our employees, too.
We want you to love where you work. That starts with the freedom to be yourself. Our workplace flexibility and focus on individuality means everyone is seen, heard and respected.
When you join us, you’ll have the opportunity to push your skills to the next level with access to development programs to support your career aspirations – whatever that means for you. Because as you learn and grow, so do we.
Working here also means getting the chance to make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world can be even greater when we work together.
Role overview
At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.
Job Description
The Retirement Expert is responsible for delivering core benefit design and planning initiatives to all plan participants by applying professional judgment, deep subject matter expertise, and a strategic mindset. The individual will manage all aspects of the company’s retirement plans and programs, with a primary focus on the 401(k) plan and the Financial Wellbeing program. Responsibilities include vendor management, compliance, project management, strategic planning and design, and partnering with the communications team. In addition, the individual will be responsible for implementing, managing and developing innovative solutions that support the business unit strategy and design by applying thought leadership and their subject matter expertise.
Key Responsibilities
- Accountable for the strategic oversight of the company’s 401(k) retirement plan and Financial Wellbeing program, ensuring vendor performance, regulatory compliance, and alignment with organizational objectives
- Serve as the primary subject matter expert and point of contact for all aspects of the 401(k) plan and Financial Wellbeing program including plan design, operations, communications, and performance management
- Lead vendor relationships, managing recordkeepers, consultants, fiduciary partners, and other third-party providers
- Monitor legal and regulatory developments affecting the 401(k) plan and implement necessary changes to maintain compliance with ERISA, IRS, and DOL rules
- Support the administration and oversight of other retirement plans—including pension and non-qualified plans—through strategic guidance and operational coordination
- Collaborate with internal partners in HR, legal, finance, and leadership to ensure retirement plans are integrated with broader total rewards strategies
- Manage retirement-related projects such as plan redesign, mergers, divestitures, and audits
- Analyze plan data and metrics to identify trends, optimize outcomes, and present recommendations to senior leadership
- Collaborate with senior leadership on retirement program budgeting and reporting
Education
- 4 year Bachelors Degree (Preferred)
Experience
- 7 or more years of experience (Preferred)
Functional Skills
- Expertise in 401(k) plan administration, compliance, and plan design.
- Proven ability to manage and enhance Financial Wellbeing programs.
- In-depth knowledge of ERISA, IRS, and DOL regulations and their application.
- Strong vendor management skills, including oversight of recordkeepers and consultants.
- Strategic planning experience with a focus on aligning retirement programs with organizational. goals.
- Skilled in leading cross-functional projects and managing multiple initiatives simultaneously.
- Proficient in budgeting processes and coordinating internal and external audits.
- Experience preparing and delivering presentations to executive committees and senior leadership.
Supervisory Responsibilities
- This job does not have supervisory duties.
Education & Experience (in lieu)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Skills
401k Administration, 401k Planning, ERISA Audits, IRS Regulations, Microsoft Excel, Plan Design, Project Management, Reporting, Retirement Planning, Strategic Planning, Vendor Management, Wellbeing
Compensation
Compensation offered for this role is $92,560.00 – 166,465.00 annually and is based on experience and qualifications.
The candidate(s) offered this position will be required to submit to a background investigation.
Allstate generally does not sponsor individuals for employment-based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO is the Law” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company’s policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee’s ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
Keys to Success
At Allstate, it’s all about teamwork, flexibility, and thinking ahead. We all contribute to the bigger picture, combining unique ideas to design innovative, more affordable protection solutions for customers.
We look for candidates with these skills to help us achieve that goal:
Learning agility
Quickly adapt to new situations, continually build new skills, experiment, and embrace new ways of doing things
Customer centricity
Deliver exceptional experience with a customer-first mindset and human-centered design
Digital literacy
Discover and apply emerging digital technology tools, data and insights.
Results-oriented
Start with measurable outcomes and drive results with speed
Inclusive leadership
Integrate diverse viewpoints into decision-making processes to enhance creativity and innovation
Together, we’re all working toward Our Shared Purpose, using our strengths to make a real difference for our people, our customers, our company, and the world around us.
Working together
You’re in Good Hands® is more than a promise we make to our customers. It’s a promise we make to our employees, too.
We want you to love where you work. That starts with the freedom to be yourself. Our workplace flexibility and focus on individuality means everyone is seen, heard and respected.
When you join us, you’ll have the opportunity to push your skills to the next level with access to development programs to support your career aspirations – whatever that means for you. Because as you learn and grow, so do we.
Working here also means getting the chance to make a real impact in your community. We have been driving change for over 90 years, but the mark we leave on the world can be even greater when we work together.
Benefits
Experience the benefits that make Allstate a great place to work.
*Benefits vary based on position.
Health
- Medical, dental and vision coverage
- HSAs and FSAs
- Wellbeing programs
- Free therapy sessions
Retirement
- 401(k) plan
- Pension plan
- Free financial counseling
Work-life balance
- Paid time off
- Work flexibility
Career development
- Talent shares
- Tuition reimbursement
- Learning opportunities
For a full description of Allstate’s benefits visit our benefits page
Start making a difference
Realize your full potential by doing
work that matters.
Grow your career in meaningful ways.
We want to make sure you have every opportunity to grow, explore new horizons and follow your passion in a meaningful career. It’s an exciting time to join Allstate. Help us shape the future.
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