Business Development Associate

Alera Group
Costa Mesa, California
Not Specified
Jan 24, 2023
Mar 25, 2023
Job Type
Not Specified
Career Level
Not Specified



Tippett Moorhead & Haden, an Alera Group Company is seeking a Business Development Associate position to join their Wealth Management team.  


Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service.


We have grown tremendously over the past few years and our future looks even brighter.  Business Insurance named us the 2nd fastest growing brokers, with a 76% growth rate.  We've lost count of how many of our member firms have earned Best Places to Work honors in their local markets!


Due to our exceptional growth, we're on the hunt for a Business Development Superstar to add to our world-class sales team!  We are looking for a best-of-the-best business development professional to help accelerate our growth. 


If you:

  • Have a ‘Hunter' mentality
  • Are extremely competitive
  • Know how to persevere through a long B2B sales process
  • Have experience working within a team environment
  • Want a generous, progressive, and uncapped compensation plan with a lucrative life-long career

Alera Group is where you want to be!

  • Utilize multiple prospecting strategies to identify prospects and consistently set appointments with qualified potential clients.
  • Identify and develop relationships directly with key decision-makers.
  • Work closely with Senior Producers.
  • Build your knowledge and understanding of the insurance industry, learn how to effectively convert a prospect into a long-term client, and build your book of business.
  • Deliver consistent new meeting activity that meets and exceeds quarterly targets.
  • Leverage existing relationships via referrals to generate new prospect opportunities.
  • Maintain excellent activity records in CRM that produce accurate reports and forecasts each month.
  • Assist the Senior Producer in ongoing and renewal client meetings.
  • Eventually manage your book of business and lead ongoing client meetings, while still driving new business.
  • Bachelor's degree, preferred.
  • Proven B2B sales and/or business development experience preferred.
  • Competitiveness and self-drive required.
  • Experience selling to functional leadership in Finance, Human Resources Operations, or within the C-Suite preferred.
  • Ability to identify the highest-potential target markets.
  • Proficient with Microsoft Office Suite and CRM systems; preferably Salesforce

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