Life Insurance Producer Job at Alera Group, Inc. in Walnut Creek

Join to apply for the Life Insurance Producer role at Alera Group, Inc.

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Join to apply for the Life Insurance Producer role at Alera Group, Inc.

Overview

Alera Group is seeking a Life Insurance Producer to join our team.

Alera Group, founded in 2017, has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a nationwide network of offices, our commitment to collaboration allows us to offer national resources combined with local service.

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!

Responsibilities

• Build a book of business comprised of Life insurance and related financial service accounts
• Actively prospect and cultivate leads (Networking, calling / texting / emailing Lead Sources / Referrals, Campaigns, etc.)
• Demonstrate proficiency and accuracy in product knowledge, preparing quotes and product presentations for clients, and all computer and data system skills
• Provide educated and well-informed suggestions and guidance in choosing appropriate plan options
• Recognize cross-sell opportunities and offer additional coverages based on client needs
• Successfully and accurately process applications, complete the sales process and any additional customer service required
• Engage in actively training and learning all products, databases, and necessary protocols for performing job duties successfully
• Provide excellent, top-quality customer service
• Prepare various reports, as needed, to capture departmental measures
• Stay up-to-date on industry standards through internal and external resources
• Perform any additional responsibilities or assignments as designated by management

Qualifications

Benefits

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.

Base salary ranges from $90,000-$200,000

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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