Client Relationship Coordinator

Alera Group • Needham, MA

5d • $58,000 - $67,000 • Onsite

About The Position

Alera Group is looking for a Client Relationship Coordinator. 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

• Strong communication, persuasion, and follow-through skills, with experience in appointment setting, inside sales, or a related client acquisition role
• Organizational and process management abilities, including the ability to manage multiple prospects through the full conversion lifecycle and maintain accurate records in CRM systems (Salesforce preferred)
• Education and technical skills, including a four-year college degree, proficiency in Microsoft Office, and willingness to work occasional evenings; financial services experience preferred

Responsibilities

• Generate and schedule qualified appointments for Financial Advisors through outbound calling, prospect qualification, marketing initiatives, and consistent follow-up with prospects and clients
• Support marketing events and seminars, including evening workshops, on-site appointment booking, and proactive outreach to maximize conversion from prospects to clients
• Maintain accurate CRM data and pipeline management, working independently to meet scheduling, conversion, and departmental goals

Benefits

• Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level