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.

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

• 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

• 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

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

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

This role is In-Office

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