Alera Group, Inc. is hiring : Life Insurance Producer 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

High school diploma or equivalent

Sales experience (5+ years)

Life Insurance experience (5+ years)

Hold an active Health & Life Insurance License

Excellent interpersonal, sales and client service skills - strong rapport-building skills

Exhibit flexibility and willingness to learn, train and perform job duties

Excellent verbal and written communication skills

Excellent team-player with the ability to collaborate with others to ensure growth and success of organization

Excellent organizational skills and attention to detail

Excellent time management skills with a proven ability to meet deadlines

Ability to function well in a high-paced and at times stressful environment

Working knowledge of Microsoft Office Suite or related software

Prolonged periods of sitting at a desk and working on a computer

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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