Client Relationship Coordinator

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Job description

Johnson Brunetti, an Alera Group company, is looking for a Client Relationship Coordinator . We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

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

• Ability to fill the Financial Advisors' schedules with qualified appointments that are produced through marketing efforts
• Calling, qualifying and scheduling prospects
• Consistent follow-up with prospects and clients
• Attend and set up seminars and workshops (in the evenings) and book appointments at the conclusion of programs (approximately 2- 3 a month)
• Accurate entry of data into CRM (salesforce) system from prospecting & and marketing efforts
• Work independently and proactively to meet business & department goals

• Preferred qualifications: telephone/inside sales experience and a 4-year college degree.
• Excellent communication, organizational, and follow-through skills to convert prospects to clients.
• Strong persuasive phone skills, with experience in appointment scheduling or inside sales.
• Goal-oriented, motivated, with financial industry knowledge and familiarity with MS Office and Salesforce.
• Flexible availability, including some evenings for events.

Alera Group offer s comprehensive benefits to our colleagues , including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

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 , or any other protected class .

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

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