Client Advisor - Employee Benefits

We’re seeking a high‑performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. What You’ll Do 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. 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. 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. 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 client‑facing, client advising, or business development role; insurance industry experience preferred. Life & Health 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 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 $70,304–$150,000. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership. Employee Benefits Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. Additional benefits vary by subsidiary entity and geographic location. 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. Final candidates will be required to complete post‑offer verification processes related to the role in accordance with applicable laws. California Residents Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud Please visit here to learn more about our Recruitment Fraud Notice. #J-18808-Ljbffr