Senior Sales Consultant - Hybrid at Alera Group

 

 Alera Group is seeking a Sales Producer - Employee Benefits  to join their Employee Benefits 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?  

 

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.  Today’s complex and dynamic world requires skilled navigation supported by state-of-the-art technology backed by unparalleled service...and this is what you can expect from us here at AIA, Alera Group.

 

As a Sales Producer, you will function as a key player in generating new business opportunities by following a proven process to win new business accounts. You will also receive new business opportunities through many streams, including but not limited to outbound marketing campaigns and regional events. 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.  

• 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.
• Active prospecting and lead generation (Email, Cold Calling, Networking, Drops, Etc.)
• Meet company and personal metrics around business development and new business sales.
• Cultivate and maintain executive level relationships with clients.
• Responsible for overall client strategy and client satisfaction.
• Identify problems, summarize and develop strategic solutions that incorporate the client’s mission and vision.
• Educate and advise clients on innovative solutions available to them in the marketplace.
• Keep informed and provide client support on current markets, market trends, legislative requirements and industry changes.
• Present client financials and analysis of marketing results. (Financial Analyst Prepares)
• Give full attention to what clients are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Strict adherence to Company and regulatory privacy standards, with a focus on the Health Insurance Portability and Accessibility Act (“HIPAA”)

• Minimum 5 years of work experiencein sales. Proven track record of sales success.
• Must have or be willing to obtain an active state life/health insurance license 
• Basic knowledge of employee welfare plans.
• Familiarity with common medical terminology.
• Strong rapport building skills.
• Exceptional verbal, and written communication skills.
• Strong organizational skills, attention to detail, and ability to successfully interact at all company levels.
• Strong people and decision-making skills.
• Ability to adapt to change and develop new processes in a fast-paced, ever-changing environment with enthusiasm.
• Proficient in MS Office Suite. Salesforce knowledge is a plus.
• Ability to work independently and see initiatives or issues through to completion.
• Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

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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