Client Advisor at Acrisure | NY, US | Rezi

Client Advisor at Acrisure

Client Advisor

Acrisure · NY, US

4 days ago

Client Advisor

Acrisure · NY, US

5 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Client Advisor role.

Rezi rewrites your resume against Acrisure's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Client Advisor posting at Acrisure — free, in seconds.

About the Role

Acrisure is redefining the sales professional role by equipping you with cutting-edge tools, entrepreneurial freedom, and the support 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. The most successful sales professionals today are data-driven consultants, blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

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.
  • Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals.
  • Serve as a trusted advisor by developing deep client relationships and providing a consultative sales approach.
  • Blend human connection with technology using CRM and engagement platforms to personalize outreach and track interactions.
  • Build strong external networks and promote Acrisure within the community.
  • Follow structured sales cadences for consistent 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

  • 3+ years of experience in a client-facing, client advising, or business development role.
  • Experience in the insurance industry preferred.
  • Property and Casualty or Life & Health 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, focusing on utilizing technology and tech platforms.
  • Demonstrated technology skills, including experience using CRM and AI applications.
  • Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Skills

  • Data-driven insights
  • Predictive analytics
  • AI-powered tools
  • Consultative sales approach
  • CRM platforms
  • Engagement platforms
  • Sales cadences
  • Revenue forecasting
  • Pipeline management
  • Market research
  • Competitive analysis
  • Sales enablement tools

Location

  • On-site

Work Type

  • Full-time

Experience Level

  • 3+ years

Salary/Compensations

  • $0 - $0

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 (including for adoptive parents)
  • 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 to millions of businesses and individual clients.
  • We connect 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.