Client Development Executive
About The Position
Alera Group is looking for a Client Development Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- 5+ years in the employee benefits industry and/or marketing, plus 2+ years of sales experience
- High school diploma or GED required
- Health/Life insurance license preferred
Nice To Haves
- bachelor’s degree in business or a related field preferred
Responsibilities
- Build and manage a sustainable pipeline of prospects through proactive outreach (calls, emails, networking) and effective use of tools such as ZoomInfo, LinkedIn, etc
- Maintain organized prospect lists, qualify leads, and schedule/confirm initial and follow-up sales appointments while preparing materials for meetings and presentations
- Support business development by contributing to sales strategy, attending trade shows and virtual events, and helping drive new business opportunities and long-term client relationships
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
251-500 employees
