AI-Driven Client Advisor: Growth & Solutions

Acrisure; Wayne (PA); On-site; Full time

Benefits offered by this job

Competitive compensation with commission

Flexible vacation policy

Medical, Dental, and Vision insurance

401(k) with company match

Paid maternity and paternity leave

Job summary

A global fintech leader in Wayne, Pennsylvania, is seeking a qualified Client Advisor to drive new business and deepen client relationships. This role combines technology and human connection with a strong focus on client service. Ideal candidates will have at least two years of relevant experience, preferably in the insurance industry, and a proven track record of utilizing technology for market expansion. The position offers competitive compensation, benefits, and opportunities for professional growth.

Qualifications

• Minimum 2 years of experience in a client-facing or business development role required.
• Experience in the insurance industry preferred.
• Ability to utilize technology for sales efforts.

Responsibilities

• Achieve annual sales objectives by building a qualified pipeline and converting leads.
• Serve as a trusted advisor by developing deep client relationships.
• Stay ahead of industry trends to optimize strategies.

Skills

Client-facing experience

Business development

Technical skills with CRM and AI applications

Market expansion experience

Education

Property and Casualty license

Experience in the insurance industry

Tools

CRM platforms

Data analytics tools

Job description

A global fintech leader in Wayne, Pennsylvania, is seeking a qualified Client Advisor to drive new business and deepen client relationships. This role combines technology and human connection with a strong focus on client service. Ideal candidates will have at least two years of relevant experience, preferably in the insurance industry, and a proven track record of utilizing technology for market expansion. The position offers competitive compensation, benefits, and opportunities for professional growth.