Client Advisor

Revenue Growth & Business Development

• Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.

• Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.

• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

• Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.

• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.

• Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

Sales Process & Cadence Discipline

• Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close- retain cycle.

• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Market Research & Competitive Analysis

• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.

• Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

• Minimum 2 years of experience in a client facing , client advising, or business development role required with experience in the insurance industry preferred .

• Property and Casualty license preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:

• Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.

• Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.

• Demonstrated technology skills, including experience using CRM and AI applications.

Competitive compensation including commission on new business, renewals, and cross-sell opportunities.

• Flexible vacation policy and paid holidays, plus paid sick time off

• Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term) , Pet Insurance

• Employee-paid supplement al insurance options

• Company-paid group life insurance

• Employee Assistance Program (EAP) and Calm App subscription

• Vested 401(k) with company match and financial wellness programs

• FSA , HSA and commuter benefits options

• Paid maternity leave, paid paternity leave , and fertility benefits

• Career growth and learning

• ...and so much more!

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations .

Candidates should be comfortable with an on-site presence within their division to support collaboration, team leadership, and cross-functional partnership.

Making a lasting impact on the communities it serves, 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.

If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.