Retirement Plans Advisor/Producer

2 days ago

Portland OR United States Alera Group Full time

 

 

CSNW Benefits Group, an Alera Group Company, is looking for an experienced Retirement Plans Advisor/Producer. We are seeking highly motivated colleagues who bring proven experience and enthusiasm to our team – joining us may be the perfect fit for you

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

With billions of assets under advisory, Alera Group services a wide variety of retirement plans including 401(k), profit sharing, defined benefit, cash balance, 403(b), 457, PEP and deferred compensation. We work with plan sponsors on plan design, employee education, investment analysis, benchmarking and fiduciary plan governance.


Well-qualified candidates will be comfortable with investment advisory, defined benefit, non-qualified plans and defined contribution solutions.

  • Business Development & Sales - Focus on new business development through lead generation campaigns, cold calling, and customized prospect messaging. Actively seek relationships with plan sponsors, strategic partners, producers, and sales representatives locally and nationally.
  • Sales Goals & Growth - Drive consistent profitability, meet annual production requirements, and pursue cross-selling opportunities to enhance client relationships and support revenue goals.
  • Sales Process Management - Manage the end-to-end sales process, including meetings, proposals, RFPs, follow-ups, presentations, and closing deals. Oversee proposal preparation and assist with responding to RFPs aligned with organizational goals.
  • Training & Collaboration - Participate in sales training programs and collaborate with internal teams to understand and articulate Alera Group’s competitive differentiation.
  • Client Engagement - Develop relationships at local and regional levels, ensuring broad distribution of Alera Group's products and services


  • 5+ years experience in financial services, with institutional and retirement plan sales experience preferred.
  • Bachelor’s degree or an equivalent combination of education and experience.
  • Must hold Series 6 (or 7), 63 and 65 (or 66) licenses and applicable state insurance license(s) or be willing to obtain them.
  • Proficient in Microsoft Office (Excel, Word, PowerPoint) with strong organizational, communication and presentation abilities. Detail-oriented and financially savvy with excellent listening and customer service skills.
  • Personable, motivated, goal-driven and consultative, with the ability to engage senior-level management and project executive presence.
  • Willing to travel up to 50% within the assigned territory

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 

Salary is $100K per year. 

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. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

  

  

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PandoLogic. Category:Human Resources, Keywords:Retirement Specialist, Location:Portland, OR-97204

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