Relationship Development Specialist

OVERVIEW

Relationship Development Specialist – Wealth Services

Location:

On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Relationship Development Specialist who will contribute to client relationships, financial strategy, and operational excellence.

This role will focus on [financial planning support, client advisory, portfolio management, operations, etc.] and partner with [advisors, compliance, operations, custodians].

About Alera Group
Founded in 2017, Alera Group has grown to become the 12th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

• 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

• 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

• 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

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

ADDITIONAL INFORMATION

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

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office
[Add time zone or location preferences if needed]

At Alera Group, growth isn’t left to chance. Through Alera Group Academy
, we provide structured development opportunities…