Alera Group
Walnut Creek, California
Not Specified
Apr 27, 2023
Jun 26, 2023
Job Type
Not Specified
Career Level
Not Specified



Legacy Risk & Insurnace, an Alera Group Company is seeking a Sales Producer to join their Employee Benefits team.


Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  


If that is what you're looking for, this is your chance to be part of an amazing organization!


At Legacy Risk & Insurance, our success has been forged by always being there for our clients. And never losing sight of true and timeless values. Honesty. Integrity. Respect. In the process, we've found that we become much more to our clients than the people who write policies. We become partners — trusted advisors who provide solutions as unique as the individuals they protect. But what's most impressive is that as our partnerships grow, our service deepens. We act with a confidence borne of knowledge. Anticipate with a vision sharpened by experience. And in the end, work as one to build something true and lasting for our clients. Their legacy.


The focus of this position is to develop a pipeline of new clients through direct and indirect customer contact and prospecting with follow-up on leads to identify business opportunities.  The position is responsible for making initial contacts and developing relationships with prospective clients that grow into business opportunities. Networking and developing contacts across the community for opportunities is an important part of this position. 



Key responsibilities

  • Use effective business strategies to create and execute a business development plan for new business that enables the organization to meet financial goals and objectives.
  • Identify and cultivate new prospects through network relationships, strategic partners, and industry events and through direct prospecting efforts.
  • Understand the business and competitive landscape. Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect's needs.
  • Identify centers of influence that can assist with developing leads or with making inroads to potential clients.
  • Develop relationships and perform analysis with prospective clients to understand their organization, key decision makers, and business needs.
  • Meet sales goals and retain relationships with key stakeholders after prospects become clients with an eye toward cross-sell and round-out opportunities.
  • Understand principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques..
  • Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.


  • Bachelor's degree or equivalent combination of education and experience.
  • 3 Years Prior Professional Experience as a Sales Consultant working with customers with a successful track record of new business and providing an exceptional experience.
  • Effectively communicate and build rapport in person and by phone.
  • Knowledge of principles and methods for presenting, promoting, and selling products or services.
  • Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
  • Proficient in MS Office Suite.
  • Requires travel to networking, prospect, and client locations.
  • Health & Life Licensure


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.


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



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