Client Development Executive jobs in United States
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Alera Group, Inc. · 22 hours ago

Client Development Executive

Alera Group, Inc. is seeking a highly motivated Client Development Executive to join their team. This role focuses on driving lead generation and supporting the sales process by cultivating and managing a sustainable pipeline of prospects through proactive outreach and engagement.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Prospect Development - Research, build, and manage prospect lists using Salesforce, LinkedIn, ZoomInfo, and other tools to identify and qualify new business opportunities
Sales Support - Schedule and confirm prospect meetings, assist with proposals and presentations, and provide insights and research to support Senior Benefit Consultants
Outreach & Engagement - Execute multi-channel communication strategies via email, phone, and social media; represent the company at trade shows, webinars, and networking events
CRM & Process Excellence - Maintain accurate records in Salesforce, apply best practices from ongoing training, and contribute to continuous improvement of sales operations

Qualification

B2B Sales ExperienceLead GenerationSalesforceHealth/Life Insurance LicenseNetworking SkillsCommunication Skills

Required

5+ years in B2B Business to Business Sales and lead generation experience
High school diploma or GED required

Preferred

bachelor's degree in business or a related field preferred
Health/Life insurance license preferred

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

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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.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Chairman
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Company data provided by crunchbase