Client Advisor

Acrisure Trade Credit; Uniondale (NY); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

HSA/FSA

Paid time off

EAP

Calm app

Job summary

Acrisure is seeking a results-driven Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data, technology, and human expertise to deliver value to clients in a fast-paced fintech-insurance environment.

The ideal candidate has 3+ years in client-facing roles, familiarity with CRM and AI tools, and a licensing pathway for P&C or Life & Health. On-site collaboration is expected with a focus on growth and cross-functional teamwork.

Qualifications

• 3+ years experience in a client facing or business development role.
• Insurance industry experience preferred.
• Property & Casualty or Life & Health license preferred, or ability to obtain license on hire.
• Experience with market expansion and technology-enabled sales.
• Strong technology skills including CRM and AI applications.

Responsibilities

• Drive revenue growth and new business development.
• Acquire new clients and manage deep client relationships.
• Follow structured sales cadences and maintain accurate forecasts.
• Perform market research and competitive analysis to refine positioning.

Skills

Client relationship management

CRM experience

Data-driven

Sales process discipline

Communication skills

Tools

CRM systems

AI tools

Job description

Client Advisor# Careers## Client AdvisorApply: 333 Earle Ovington Blvd - Uniondale, NY: Full time: Posted Today: JR113760## **Job Description**Job Description**About Acrisure**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.**Your Next Chapter:**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.We’re seeking a high-performing **Client Advisor** to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.**What You’ll Do:**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.**What You’ll Bring:*** 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.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 in the industry with a focus on utilizing technology and tech platforms.* Demonstrated technology skills, including experience using CRM and AI applications.**If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.**Pay Details: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.****Why Join Us:**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.**Employee Benefits**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 *[e-mail]*.Final candidates will be required to complete post-offer verification processes related to the role and 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.