Sales Executive- Employee Benefits

Overview

Alera Group was founded in 2017 and has grown to become the 15th 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.

Position Overview - Alera Group is seeking an energetic and motivated Employee Benefits Producer to drive new business opportunities and develop lasting client relationships in the Northwest Region. In this position, you will be responsible for generating new business opportunities and winning new business accounts. You will also receive new business opportunities through many streams, including but not limited to outbound marketing campaigns and regional events. You will also manage an active pipeline of new business opportunities and work directly with other key team members to identify and implement strategies focused on customer acquisition and satisfaction. A key focus will be to partner and cross-sell with other Alera departments, such as P&C, 401(k) and Wealth Management. You’ll learn how to have the right conversations and turn those conversations into closed sales.

Responsibilities

• Build and manage a book of business with local, regional, or state-wide clients, utilizing various funding methods and complex plan designs.
• Engage in active prospecting and lead generation through various channels (email, cold calling, networking).
• Establish and maintain a list of target accounts and centers of influence, developing a strategy for the sales efforts required to penetrate opportunities.
• Meet and exceed company and personal metrics for business development and new business sales and retention.
• Cultivate and maintain executive-level relationships with clients, ensuring overall client satisfaction.
• Identify client challenges and develop strategic solutions aligned with their mission and vision.
• Educate clients on innovative market solutions and provide support on current market trends and legislative changes.
• Present client financials and marketing analysis, ensuring clear communication and understanding.
  
  

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Current life/health insurance license or willingness to obtain.
• 3+ years of professional sales experience with a proven track record in generating new business.
• Basic knowledge and familiarity of employee benefit plans.
• Strong verbal and written communication skills with the ability to build rapport with clients and C-suite executives.
• Exceptional organizational skills and attention to detail.
• Ability to adapt to a fast-paced, changing environment and maintain enthusiasm.
• Proficiency in MS Office Suite; familiarity with Salesforce is a plus.
  
  

If you're looking to make a significant impact in a dynamic and growing organization, we invite you to apply for the Benefits Producer position at Alera Group. Join us in delivering exceptional service and innovative solutions to our clients!

Benefits

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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