Client Advisor

Client Advisor Drive new business, deepen client relationships, and expand Acrisure’s footprint. 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 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. What You’ll Bring Minimum 2 years of experience in a sales, client-facing, or business development role. Experience in the insurance industry preferred. Property and Casualty license or Life & Health preferred, or ability to obtain license upon hire. 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. Pay Details The base compensation range for this position is $71,304 – $150,000. The range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Employee Benefits Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time. Generous paid time off and holidays; Employee Assistance Program; and a complimentary Calm app subscription. Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; employee discount programs. Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; pet insurance coverage. … and so much more! Equal Opportunity Employer 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 View email address on click.appcast.io . #J-18808-Ljbffr Acrisure