Sales Associate

Sales Associate Employee Benefits

At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Sales Associate who blends customer service excellence with strong sales ability to convert each client interaction into a successful sale.

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You'll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.

Why Alera Group

• 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

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Engage with consumer clients via inbound and outbound calls, emails, and chats
• Build rapport quickly and use empathy to understand client needs
• Recommend appropriate insurance products (dental, vision, ancillary) based on individual needs
• Guide clients through product selection to support successful purchase decisions

Operational Excellence

• Convert inbound/outbound calls and chats into completed sales
• Cross-sell clients into additional relevant products
• Learn and maintain up-to-date knowledge of Alera Group's individual insurance product portfolio
• Participate consistently in QA coaching and performance improvement sessions
• Deliver exceptional service to consumers and agents in every interaction
• Demonstrate strong typing accuracy (40+ WPM) and proficiency with Microsoft Office

Strategic Contribution

• Contribute to initiatives aimed at improving the consumer and agent experience
• Identify opportunities to enhance sales outcomes and service processes
• Uphold and model team values including client-obsession, continuous learning, integrity, enthusiasm, resilience, and teamwork

What You Bring

Required

• 1+ years of experience in customer-facing industries such as retail, restaurants, or beauty.
• Strong ability to build rapport and engage with clients by phone.
• Proficiency using Microsoft Office.
• Ability to type 40+ words per minute.

Preferred

• Health, Accident, and Life Insurance License.
• Bilingual fluency in Spanish.

Core Competencies

• Client-focused mindset
• Commitment to learning and continuous improvement
• Integrity and accountability
• Enthusiasm and positive energy
• Persistence and resilience
• Strong teamwork orientation

Compensation

Hourly range: $21.63 $21.90 per hour

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 Hybrid

Professional Development Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Ability to obtain required licensure within 12 months of hire
• Ongoing continuing education to maintain active status

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type: Hybrid - 2 or less days in office