AI-Driven Client Growth Advisor

Acrisure; Naples (FL); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

Generous paid time off

401(k) with immediate vesting

Paid parental leave

Employee discount programs

Job summary

A leading insurance firm in Naples, Florida, is seeking a high-performing Client Advisor to drive new business and deepen client relationships. In this role, you will achieve revenue goals through data-driven insights and develop holistic solutions to meet client needs. The ideal candidate has over 3 years of experience in a client-facing role, preferably in insurance. Comprehensive benefits are offered to support employee wellness and work-life balance with a strong on-site presence.

Qualifications

• 3+ years experience in a client-facing, client-advising, or business development role required, preferably in insurance.
• Experience with market expansion and leveraging technology for sales.

Responsibilities

• Achieve annual sales objectives by converting leads into revenue-generating opportunities.
• Serve as a trusted advisor by developing deep client relationships.
• Collaborate on revenue forecasts and pipeline reviews.

Skills

Client-facing experience

Business development

CRM proficiency

Data-driven insights

Market expansion

Education

3+ years in client-advising role

Property and Casualty license or ability to obtain

Tools

CRM software

AI applications

Job description

A leading insurance firm in Naples, Florida, is seeking a high-performing Client Advisor to drive new business and deepen client relationships. In this role, you will achieve revenue goals through data-driven insights and develop holistic solutions to meet client needs. The ideal candidate has over 3 years of experience in a client-facing role, preferably in insurance. Comprehensive benefits are offered to support employee wellness and work-life balance with a strong on-site presence.