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Alera Group

Provides employee benefits, risk, wealth management

Sales Executive

Account ExecutiveUpdated on Nov 7
Full-timeCalifornia, USA$110k - $120k /yr

About the Job

Requirements

  • A high school diploma, GED, or equivalent work experience is required.
  • An active Life and Health Insurance License is required, or the ability to obtain and maintain required licensure based on business needs.
  • Strong sales, relationship-building, and customer service skills are required.
  • Strong verbal and written communication abilities are required.
  • Strong organizational skills and attention to detail are required.
  • The ability to influence, persuade, and build trust with clients and business partners is required.
  • The ability to manage multiple priorities in a fast-paced environment while meeting deadlines is required.
  • Proficiency with Microsoft Office applications, including Excel, Outlook, and SharePoint, is required.
  • Experience using CRM systems such as Salesforce or similar platforms is required.

Responsibilities

  • Develop and maintain strong relationships with target-market clients, brokers, and prospects.
  • Achieve sales goals through prospecting, presentations, enrollments, and ongoing client support.
  • Provide guidance to clients on medical, dental, vision, life, and disability insurance products as a trusted advisor.
  • Maintain knowledge of industry trends, regulatory requirements, carrier offerings, and legislative changes.
  • Prepare, review, and submit accurate group applications and supporting documentation for underwriting.
  • Collaborate with sales support, underwriting, management, brokers, employer contacts, and carrier representatives to deliver client experiences.
  • Support renewals, customer retention efforts, and post-sale service activities.
  • Assist team members and leadership with special projects and business development initiatives.

Desired Qualifications

  • A bachelor's degree in business, marketing, insurance, or a related field is preferred.
  • Previous experience in employee benefits, insurance sales, brokerage, or account management is preferred.
  • Knowledge of group health insurance products and underwriting processes is preferred.
  • Experience working with brokers, employer groups, and carrier partners is preferred.
  • Demonstrated success achieving sales or business development goals is preferred.

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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