PART_TIME

FEED

HOUR

Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. About Caring Transitions of Roseville, MN: Caring Transitions of Roseville, MN is a senior relocation, downsizing and estate sales organization dedicated to helping seniors and their families move through transitions.

Caring Transitions of Roseville, MN is looking for a Business Development Representative to join our team in our Roseville office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts.This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.Responsibilities: <ul><li style="list-style-type:disc">Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process.</li><li style="list-style-type:disc">Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.</li><li style="list-style-type:disc">Customer support –  Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.  </li></ul>Requirements:<ul><li style="list-style-type:disc">BS degree in Marketing or Business Administration is required</li><li style="list-style-type:disc">Hands-on experience with multiple sales techniques (including cold calls)</li><li style="list-style-type:disc">Experience with CRM software</li><li style="list-style-type:disc">Familiarity with MS Excel (analyzing spreadsheets and charts)</li><li style="list-style-type:disc">Understanding of sales performance metrics</li></ul>About Caring Transitions of Roseville, MN:Caring Transitions of Roseville, MN is a senior relocation, downsizing and estate sales organization dedicated to helping seniors and their families move through transitions.  Our employees enjoy a work culture that promotes empathy and caring. Caring Transitions of Roseville, MN benefits include flexible schedule and rewarding experiences.   Employees can also take advantage of referral programs.Powered by JazzHR

Caring Transitions

Business Development Representative

Brand Marketing (Branding)

Business Administration

Business Development

Cold Calling Skills

Customer Relationship Management (CRM) Systems

Customer Support/Service

Identify Issues

Marketing

Microsoft Excel

Performance Metrics

Right-Sizing

Sales

Sales Management

Sales Prospecting

Sales Qualification

Spreadsheets

Telephone Skills

partner JazzHR

OTHER

This role is expected to be consistently visible and engage in the marketplace - building brand awareness, representing the firm in professional and community settings, and creating meaningful visibility for our services and expertise. We're seeking a Business Development Associate & Marketing Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.

OVERVIEW Business Development Associate & Marketing Coordinator - Employee Benefits Hybrid | New Richmond, WI At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We're seeking a Business Development Associate & Marketing Coordinator who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role functions in production, sales enablement, and market development capacity and is responsible for sourcing, cultivating, and securing new prospects for the organization. This role is expected to be consistently visible and engage in the marketplace - building brand awareness, representing the firm in professional and community settings, and creating meaningful visibility for our services and expertise. Why Alera Group<ul><li>Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction </li><li>Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries </li><li>Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way </li></ul>RESPONSIBILITIES What You'll Do / Your ImpactClient Experience & Advisory Support<ul><li>Build trusted relationships with prospective clients, business leaders, and community partners</li><li>Apply consultative discovery techniques to understand organizational needs, challenges, and decision-making structures</li><li>Support Consultants by sourcing qualified prospects and ensuring a strong, consistent pipeline</li></ul>Operational & Compliance Excellence<ul><li>Maintain accurate documentation of prospect activity, pipeline status, and market insights</li><li>Ensure all prospecting, outreach, and event activities align with organizational policies and professional standards</li><li>Uphold confidentiality, ethical behavior, and brand professionalism in all interactions</li></ul>Growth & Retention<ul><li>Identify, cultivate, and qualify new prospects through referrals, targeted outreach, digital engagement, networking, and events</li><li>Maintain a disciplined new-business pipeline that supports quarterly and annual sales objectives</li><li>Represent Alera Group at industry events, community gatherings, chamber activities, and professional networking functions</li><li>Support planning and execution of local thought-leadership events, client seminars, and market activations</li><li>Partner with Marketing to ensure events align with brand standards, messaging, and strategic goals</li><li>Capture and share market feedback, attendee insights, and follow-up opportunities to support continuous improvement</li><li>Stay informed on employee benefits products, regulatory updates, underwriting trends, and market shifts to support meaningful prospect conversations</li></ul> QUALIFICATIONS What You BringRequired<ul><li>Bachelor's degree preferred</li><li>Ability to obtain Life & Health insurance license within 90 days of hire</li><li>Experience in B2B sales, business development, or relationship-driven roles</li><li>Strong communication skills with the ability to engage executives and decision-makers</li><li>High business acumen, adaptability, and comfort working in a growth-focused environment</li></ul>Preferred<ul><li>Experience selling or presenting to leadership across multiple functions</li><li>Familiarity with employee benefits or professional services environments</li><li>Comfort representing an organization at events and in community settings</li></ul>Core Competencies<ul><li>Strategic thinking and market awareness</li><li>Relationship building and influence</li><li>Sales and business development acumen</li><li>Clear communication and presentation skills</li><li>Collaboration and informal l</li></ul>

Alera Group

Business Development Associate & Marketing Coordinator

Brand Messaging

Brokerage

Business Skills

Business-to-Business (B2B)

Communication Skills

Compensation and Benefits

Competitive Analysis/Strategy

Continuous Improvement

Cross-Functional

Customer Experience

Customer Relations

Customer/Client Research

Documentation

Employee Benefits

Health Insurance

Leadership

Life Insurance

Market Development

Market Trend Analysis

Needs Assessment

Organizational Skills

Presentation/Verbal Skills

Professional Services

Regulations

Retention Programs

Sales Presentation

Seminars

Team Player

Thought Leadership

Underwriting

Broadbean

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Business Development RepresentativeCaring Transitions

Business Development Associate & Marketing CoordinatorAlera Group

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