Alera Group, Inc. · 7 hours ago
Retirement Sales Executive
Portland, OR
Full-time
Remote
Senior Level
5+ years exp
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Responsibilities
Business Development & Sales - Focus on new business development through lead generation campaigns, cold calling, and customized prospect messaging. Actively seek relationships with plan sponsors, strategic partners, producers, and sales representatives locally and nationally.
Sales Goals & Growth - Drive consistent profitability, meet annual production requirements, and pursue cross-selling opportunities to enhance client relationships and support revenue goals.
Sales Process Management - Manage the end-to-end sales process, including meetings, proposals, RFPs, follow-ups, presentations, and closing deals. Oversee proposal preparation and assist with responding to RFPs aligned with organizational goals.
Training & Collaboration - Participate in sales training programs and collaborate with internal teams to understand and articulate Alera Group’s competitive differentiation.
Client Engagement - Develop relationships at local and regional levels, ensuring broad distribution of Alera Group's products and services.
Qualification
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Required
Bachelor’s degree or an equivalent combination of education and experience.
Must hold Series 6 (or 7), 63 and 65 (or 66) licenses and applicable state insurance license(s) or be willing to obtain them.
Proficient in Microsoft Office (Excel, Word, PowerPoint) with strong organizational, communication and presentation abilities.
Detail-oriented and financially savvy with excellent listening and customer service skills.
Personable, motivated, goal-driven and consultative, with the ability to engage senior-level management and project executive presence.
Willing to travel up to 50% within the assigned territory.
Preferred
5+ years experience in financial services, with institutional and retirement plan sales experience preferred.
Company
Alera Group, Inc.
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$100MKey Investors
Genstar Capital
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
CEO
William Corrigan
Chief Financial Officer
Recent News
San Antonio Business Journal
2024-12-13
2024-11-25
2024-06-05
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