Relationship Development Specialist

Alera Group’s Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies.

About Alera Group

Founded in 2017, Alera Group has grown to become the 12th largest broker of U.S. business. With offices nationwide, the company delivers national strength with local service in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services.

Why Alera Group

• Meaningful Impact – Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning – Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture – Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

• Contact prospective clients from company-provided leads and introduce the value of a complimentary financial consultation
• Build rapport and establish trust with prospective clients and existing contacts
• Reengage prospects and encourage participation in follow-up meetings with advisors
• Schedule appointments for financial advisors and ensure a seamless client handoff
• Maintain a professional, friendly, and client-focused experience during every interaction
• Accurately document client interactions, appointment outcomes, and follow-up activities within the CRM system
• Maintain organized records and support adherence to company processes and procedures
• Effectively manage advisor calendars and coordinate appointment scheduling
• Ensure all communications are completed professionally and in accordance with company standards
• Support team objectives through consistent follow-through and administrative accuracy
• Meet or exceed daily call activity and appointment-setting goals
• Promote the value of meeting with a financial advisor to prospective clients
• Handle objections professionally and confidently while maintaining positive client relationships
• Support lead conversion and client engagement initiatives
• Contribute to business development efforts through proactive outreach and relationship building

Qualifications

Required

• Previous experience in telephone sales, appointment setting, inside sales, or a related client-facing role
• Strong verbal communication and active listening skills
• Professional and engaging phone presence
• Ability to build rapport and establish trust with prospective clients
• Strong organizational skills and attention to detail
• Self-motivated and goal-oriented with the ability to work independently

Preferred

• Experience working with Salesforce or other CRM platforms
• Experience working with retirees, pre-retirees, or mature client populations
• Knowledge of the financial services, wealth management, or insurance industry
• Proven success achieving appointment-setting or sales activity goals

Core Competencies

• Relationship building
• Persuasive communication
• Active listening
• Customer service orientation
• Organization and time management
• Resilience and adaptability
• Professionalism and integrity
• Goal-focused execution

Pay

Salary range: $60,000 – $75,000 per year

Benefits

• Comprehensive medical, dental, and vision coverage
• Life and disability insurance
• 401(k) retirement plan
• Generous paid time off (PTO)

Schedule

This role is in-office.

Professional Development

Alera Group Academy provides structured development opportunities, including:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Licensure & Certifications

• Active FINRA licenses required or ability to obtain within the agreed-upon timeline after hire
• CFP® preferred or encouraged
• Ongoing continuing education to maintain active status