Insurance Sales Consultant

2 weeks ago

Tulsa, Oklahoma, United States Alera Group Full time
Alera Group South is in search of a dedicated Insurance Sales Consultant to operate from our Tulsa, OK office.

Are you ready to be part of a dynamic organization that offers numerous opportunities for professional development and the chance to make a meaningful difference? We foster a culture where every employee is encouraged to engage openly, communicate honestly, collaborate effectively, and support one another through shared accountability and collective success.

About Alera Group: Established on January 1, 2017, Alera Group stands as one of the largest independent, national insurance and financial services firms in the United States, boasting over $500 million in revenue.

Our Culture: Alera Group thrives on an entrepreneurial spirit, united by a collaborative culture that is reinforced through the practice of The Collaborative Way.

Role Overview: As an Insurance Consultant, you will play a crucial role in managing the planning, investment, and insurance strategies for select clients, acting as a liaison between financial advisors, clients, and various service areas within the firm. This position is vital for ensuring exceptional client service and requires regular interaction with clients, senior management, and advisors.

Key Responsibilities:
1. Provide tailored services to clients' evolving insurance requirements by offering life, health, and disability insurance, along with comprehensive wealth management advice.
2. Build and maintain productive relationships with clients.
3. Develop a sustainable client base for long-term success.
4. Collaborate closely with the Alera sales team and existing client network.
5. Work alongside experienced producers and senior partners to cultivate new business opportunities within the client base.
6. Focus on expanding your personal practice through proactive prospecting and identifying new client opportunities.

Qualifications:
- Bachelor's degree or equivalent education and experience.
- 2-4 years of relevant experience in life insurance.
- Life insurance license is mandatory.
- Strong initiative, attention to detail, analytical skills, and decisive decision-making abilities.
- A genuine desire to cultivate and manage client relationships.

Equal Opportunity Employer:
We are committed to providing equal employment opportunities to all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Note: If you are a California resident, please review the California Consumer Privacy Act prior to applying.

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