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Alera Group, Inc. · 5 hours ago

Client Development Executive

Scottsdale, AZ

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $85K/yr

5+ years exp

Alera Group is a rapidly growing company specializing in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Client Development Executive to drive lead generation and support the sales process in collaboration with a Senior Benefit Consultant, focusing on building a sustainable pipeline of prospects.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

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

Qualification

B2B SalesLead GenerationSalesforceHealth/Life Insurance LicenseNetworkingCommunication Strategies

Required

5+ years in B2B Business to Business Sales and lead generation experience

High school diploma or GED required

Preferred

bachelor's degree in business or a related field preferred

Health/Life insurance license preferred

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

Much more

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees