What are the responsibilities and job description for the Client Development Executive position at Alera Group, Inc.?
Overview
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.
Responsibilities
This client development role is centered on driving lead generation and supporting the sales process in partnership with a Senior Benefit Consultant. The primary focus is on cultivating and managing a sustainable pipeline of prospects through proactive outreach, including phone calls, emails, networking, and leveraging tools such as Salesforce, ZoomInfo, and LinkedIn. Key responsibilities include maintaining organized prospect lists, identifying and qualifying leads, and scheduling and confirming initial and follow-up appointments. Additionally, the role involves preparing for sales meetings, contributing to strategy and presentation development, and participating in trade shows and virtual events.This position is vital to generating new business opportunities and building a foundation for long-term client relationships
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $75K to $85K commission.
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, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Location Type
Hybrid
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.
Responsibilities
This client development role is centered on driving lead generation and supporting the sales process in partnership with a Senior Benefit Consultant. The primary focus is on cultivating and managing a sustainable pipeline of prospects through proactive outreach, including phone calls, emails, networking, and leveraging tools such as Salesforce, ZoomInfo, and LinkedIn. Key responsibilities include maintaining organized prospect lists, identifying and qualifying leads, and scheduling and confirming initial and follow-up appointments. Additionally, the role involves preparing for sales meetings, contributing to strategy and presentation development, and participating in trade shows and virtual events.This position is vital to generating new business opportunities and building a foundation for long-term client relationships
- Prospect Development - Research, build, and manage prospect lists using Salesforce, LinkedIn, ZoomInfo, and other tools to identify and qualify new business opportunities
- Sales Support - Schedule and confirm prospect meetings, assist with proposals and presentations, and provide insights and research to support Senior Benefit Consultants
- Outreach & Engagement - Execute multi-channel communication strategies via email, phone, and social media; represent the company at trade shows, webinars, and networking events
- CRM & Process Excellence - Maintain accurate records in Salesforce, apply best practices from ongoing training, and contribute to continuous improvement of sales operations
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- 5 years in B2B Business to Business Sales and lead generation experience
- High school diploma or GED required; bachelor’s degree in business or a related field preferred
- Health/Life insurance license preferred
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $75K to $85K commission.
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, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
Location Type
Hybrid
Salary : $75,000 - $85,000