Note: The job is a remote job and is open to candidates in USA. Alera Group, Inc. is a leading broker in the U.S. business sector, and they are seeking an In-House Sales Agent for Wealth Management. The role involves selling a full product portfolio, managing inbound opportunities, and building a book of business in a collaborative environment.
Responsibilities
- Sell a Full Product Portfolio
- Offer ACA plans (On and Off Marketplace)
- Sell Medicare Advantage, Medicare Supplement, and Standalone Prescription Drug Plans
- Present ancillary products including accident, critical illness, hospital indemnity, short-term medical, and life insurance
- Deliver consultative solutions tailored to each client’s needs
- Handle inbound calls and organization-generated leads
- Use integrated systems including CRM, phone platform, quoting, and submission tools
- Provide an exceptional client experience from first conversation through enrollment
- Help manage and expand one of the largest books of business in Florida for Florida Blue
- Focus on retention and renewal growth
- Thrive in a fast-paced, high-volume sales environment with strong bonus potential
Skills
- Active Florida 2-14, 2-15, or 4-40 license
- Current on CE credits
- Comfortable using CRM systems and standard computer applications
- Fast learner with the ability to adapt to a dynamic market
- Strong communication skills and client-first mindset
- Sales experience preferred
- Bilingual skills a plus
Benefits
- Hourly base plus attainable bonus structure
- Renewal bonuses on your growing customer base
- Paid training program
- Work-from-home opportunities for qualified agents
- Carrier-direct bonuses
- Trip and event qualification opportunities
- Seasonal opportunities available
- Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- Additional incentives may include carrier-direct bonuses, trip and event qualification opportunities, and seasonal earning programs.
- Work-From-Home opportunities available for agents who qualify based on performance and tenure.
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview