Client Advisor
Acrisure
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Job summary
Acrisure in the United States seeks a Sales Professional, Producer, or Client Advisor to drive revenue growth across multiple insurance lines. You will build a qualified pipeline, leverage data-driven insights and AI-enabled tools, and collaborate with service and marketing teams to deliver tailored proposals.
The role emphasizes relationship management, disciplined sales cadence, and market expansion. On-site collaboration is expected in a dynamic fintech-enabled insurance environment.
Qualifications
- 3+ years in a client-facing or business development role (insurance preferred).
- Experience with CRM and data-driven sales approaches.
- Licensing in Property & Casualty or Life & Health is a plus or obtainable on hire.
Responsibilities
- Build and manage a qualified sales pipeline to meet quotas.
- Develop strategic growth plans using data insights and AI tools.
- Collaborate with service and marketing teams to tailor proposals and maximize revenue.
- Manage client relationships and identify upsell/cross-sell opportunities.
Skills
Education
Tools
Job description
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Job Description
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
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.
- 3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
- Property and Casualty or Life & Health license 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.
Welcome, your new opportunity awaits you.
The base compensation range for this position is $0 - $0. This 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.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
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.
We also offer our employees a comprehensive suite of benefits and perks, including:
- Physical Wellness: Comprehensive medical insurance, dental insurance, 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.
- … and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on 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 leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Welcome, your new opportunity awaits you.
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