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About the Role
Acrisure is redefining the sales professional role by providing cutting-edge tools, entrepreneurial freedom, and the backing of a global fintech leader. We are seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint by blending human connection with technology, insights, and AI.
Responsibilities
- Achieve annual objectives by building a qualified pipeline, converting leads, and exceeding quota.
- Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
- Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions.
- Develop deep client relationships using a consultative sales approach to understand business challenges and deliver holistic solutions.
- Utilize CRM and engagement platforms to personalize outreach, track interactions, and identify upsell/cross-sell opportunities.
- Build strong external networks and promote Acrisure within the community.
- Follow structured sales cadences for pipeline progression, accurate forecasting, and disciplined deal management.
- Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning.
- Stay ahead of industry and market trends using analytics platforms and sales enablement tools.
- Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies.
Requirements
- Minimum 2 years of experience in a client-facing, client advising, or business development role.
- Experience in the insurance industry preferred.
- Property and Casualty license preferred, or ability to obtain license upon hire.
- Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts.
- Proven track record of obtaining new clients and/or new revenue growth with a focus on utilizing technology and tech platforms.
- Demonstrated technology skills, including experience using CRM and AI applications.
- Candidates should be comfortable with an on-site presence.
Skills
- Data-driven insights
- Predictive analytics
- AI-powered tools
- CRM
- Engagement platforms
- Sales enablement tools
- Analytics platforms
Location
- On-site
Work Type
- Full-time
Experience Level
- Minimum 2 years
Salary/Compensations
- $50,000 - $150,000
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave
- Legal plan options
- Pet insurance coverage
About the Company
- Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services.
- Acrisure connects clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
- Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years.
- Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
- At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact.
- Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Equal Opportunity
- Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
- Applicants may request reasonable accommodation by contacting leaves@acrisure.com.