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Alera Group, Inc. · 1 week ago

Client Relationship Coordinator

Wethersfield, CT

Full-time

Onsite

New Grad, Entry Level

$58K/yr - $70K/yr

Alera Group is a rapidly growing company in the insurance and financial services sector. They are seeking a Client Relationship Coordinator to proactively engage with prospects and clients, assist with seminars, and maintain CRM data to support Financial Advisors.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Proactively call, qualify, follow up with prospects and clients to schedule qualified appointments for Financial Advisors generated through marketing efforts

Support seminars and workshops by assisting with setup, attendance, and booking appointments at program conclusions (approximately 2-3 per month)

Maintain accurate CRM (Salesforce) data entry from prospecting and marketing activities while working independently to meet business and department goals

Qualification

SalesforceMS OfficeAppointment settingClient-facing experienceHighly organizedPersuasive phone skillsCommunicationGoal-driven

Required

Proficient with MS Office

Holds a 4-year college degree

Able to work occasional evenings for events

Strong communication, follow-through, and persuasive phone skills

Experience in appointment setting, inside sales, or similar client-facing roles

Highly organized, goal-driven, and motivated

Ability to manage the full prospect-to-client conversion process

Preferred

Proficient with Salesforce

Financial industry experience

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