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Business Development Associate

Company: Alera Group
Location: Lake Forest
Posted on: November 22, 2022

Job Description:

Tippett Moorhead & Haden , an Alera Group Company is seeking a Business Development Associate -position to join their Wealth Management -team. - -Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States. - We provide the best of both worlds: national scope and world-class local service.We have grown tremendously over the past few years and our future looks even brighter. - Business Insurance named us the 2 nd fastest growing brokers, with a 76% growth rate . - We've lost count of how many of our member firms have earned Best Places to Work honors in their local markets! Due to our exceptional growth, we're on the hunt for a Business Development Superstar to add to our world-class sales team! - We are looking for a best-of-the-best business development professional to help accelerate our growth. - If you : - - Have a 'Hunter' mentality - - Are extremely competitive - - Know how to persevere through a long B2B sales process - - Have experience working within a team environment - - Want a generous, progressive, and uncapped compensation plan with a lucrative life-long career Alera Group is where you want to be! Responsibilities - - Utilize multiple prospecting strategies to identify prospects and consistently set appointments with qualified potential clients. - - Identify and develop relationships directly with key decision-makers. - - Work closely with Senior Producers. - - Build your knowledge and understanding of the insurance industry, learn how to effectively convert a prospect into a long-term client, and build your book of business. - - Deliver consistent new meeting activity that meets and exceeds quarterly targets. - - Leverage existing relationships via referrals to generate new prospect opportunities. - - Maintain excellent activity records in CRM that produce accurate reports and forecasts each month. - - Assist the Senior Producer in ongoing and renewal client meetings. - - Eventually manage your book of business and lead ongoing client meetings, while still driving new business. Qualifications - - Bachelor's degree, preferred. - - Proven B2B sales and/or business development experience preferred. - - Competitiveness and self-drive required. - - Experience selling to functional leadership in Finance, Human Resources Operations, or within the C-Suite preferred. - - Ability to identify the highest-potential target markets. - - Proficient with Microsoft Office Suite and CRM systems; preferably Salesforce 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. -#pandoIQPandoLogic. Keywords: Business Development Specialist, Location: Lake Forest, CA - 92630

Keywords: Alera Group, Lake Forest , Business Development Associate, Other , Lake Forest, California

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