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Sales Producer - Employee Benefits

Company: Alera Group Orange County
Location: Newport Beach
Posted on: November 22, 2020

Job Description:

Overview Alera Group Orange County is seeking a Sales Producer to join their Employee Benefits team. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you're looking for, this is your chance to be part of an amazing organization! Alera Group is an insurance and financial services firm built on a unique model of collaboration. We believe that we are really good individually but are even smarter and better together. With over 80 firms across the country and 2,000 teammates, we are dedicated to working together to help clients solve complex problems around employee benefits, property and casualty insurance, retirement services and wealth management. We learn from each other, challenges and support each other. For more information, please visit: As a Benefits Sales Producer , you will function as a key player in generating new business opportunities by following a proven process to win new business accounts. You will also receive new business opportunities through many streams, including but not limited to outbound marketing campaigns and regional events. A key focus will be to partner and cross-sell with other Alera departments, such as P&C, 401(k) and Wealth Management. You'll learn how to have the right conversations and turn those conversations into closed sales. Responsibilities Build a book of business comprised of local, regional or state-wide clients with various funding methods or complex plan designs or services that require a high level of experience and technical expertise. Active prospecting and lead generation (Email, Cold Calling, Networking, Drops, Etc.) Meet company and personal metrics around business development and new business sales. Cultivate and maintain executive level relationships with clients. Responsible for overall client strategy and client satisfaction. Identify problems, summarize and develop strategic solutions that incorporate the client's mission and vision. Educate and advise clients on innovative solutions available to them in the marketplace. Keep informed and provide client support on current markets, market trends, legislative requirements and industry changes. Present client financials and analysis of marketing results. (Financial Analyst Prepares) Give full attention to what clients are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Strict adherence to Company and regulatory privacy standards, with a focus on the Health Insurance Portability and Accessibility Act ("HIPAA"). Qualifications Minimum 3-5 years of work experience in sales. Proven track record of sales success. Must have or be willing to obtain an active life/health insurance license in California Basic knowledge of employee welfare plans. Familiarity with common medical terminology. Strong rapport building skills. Exceptional verbal, and written communication skills. Strong organizational skills, attention to detail, and ability to successfully interact at all company levels. Strong people and decision-making skills. Ability to adapt to change and develop new processes in a fast-paced, ever-changing environment with enthusiasm. Proficient in MS Office Suite. Salesforce knowledge is a plus. Ability to work independently and see initiatives or issues through to completion. Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service. Equal Opportunity Employment 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. If you're a California resident, please read the California Consumer Privacy Act prior to applying.

Keywords: Alera Group Orange County, Newport Beach , Sales Producer - Employee Benefits, Sales , Newport Beach, California

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