Senior Sales Consultant - Hybrid at Alera Group

Alera Group is seeking a Sales Producer - Employee Benefits to join our team.  

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

At Alera Group, we provide the best of both worlds – national scope combined with local service. Our mission is to transform the client experience by providing a greater depth and breadth of resources, innovative thinking and constant collaboration, while maintaining strong local relationships. Our unique approach merges the resources and scale of a national firm with the personalized touch of local relationships, helping clients navigate today’s complex world with confidence. 

As a Sales Producer - Employee Benefits, you will play a crucial role in driving new business by leveraging a proven process to secure new accounts. You'll have multiple streams of opportunities, from outbound marketing campaigns to regional events, while collaborating with other departments like Property and Casualty, 401(k), and Wealth Services to cross-sell and add value. Your focus will be on having meaningful conversations that convert prospects into clients, allowing you to grow your book of business and achieve success. 

• Build a book of business comprised of local, regional or state-wide clients with various funding methods or complex plan designs or services that require a high level of experience and technical expertise.
• Actively prospect and generate leads through email, cold calling, networking, and more.
• Meet and exceed business development and sales targets.
• Cultivate and maintain relationships with executive-level clients.
• Develop and execute client strategies to ensure satisfaction and long-term partnerships
• Offer strategic solutions aligned with clients' missions and visions.
• Educate clients on  market trends, legislative changes, and innovative solutions. 
• Present financial analyses and marketing results in collaboration with financial analysts. 
• Engage with clients attentively, listening to their needs, and asking the right questions. 
• Adhere to privacy standards, including HIPAA, to ensure client data is protected. 

• 5+ years of successful sales experience with a proven track record.
• Active state life/health insurance license (or willingness to obtain). 
• Basic understanding of employee welfare plans and medical terminology.
• Strong relationship-building and communication skills.
• Detail-oriented with the ability to adapt in a fast-paced environment. 
• Proficiency in MS Office; Salesforce knowledge is a plus. 
• A customer-first mindset with a passion for delivering exceptional service. 
• Ability to work independently and see initiatives through to completion. 

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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