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.

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

RESPONSIBILITIES

What You'll Do

Client Experience & Advisory Support

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

Operational & Compliance Excellence

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

Growth & Retention

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

What You Bring

Required

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

Preferred

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

Core Competencies

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]

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:

Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire
CFP® preferred or encouraged
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.

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Location Type

In-Office

Learn more about this Employer on their Career Site