Client Advisor

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

Join to apply for the Client Advisor role at Acrisure.

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.

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

• Minimum 2 years of experience in a client‑facing, client‑advising, or business development role required with experience in the insurance industry preferred.
• Property and Casualty license preferred, or ability to obtain a 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.

Why Join Us

• Competitive compensation including commission on new business, renewals, and cross‑sell opportunities.
• Flexible vacation policy and paid holidays, plus paid sick time off.
• Medical, Dental, Vision, Disability (short‑term and long‑term), and Pet Insurance.
• Employee‑paid supplemental insurance options and company‑paid group life insurance.
• Employee Assistance Program (EAP) and Calm App subscription.
• Vested 401(k) with company match and financial wellness programs.
• FSA, HSA, and commuter benefits options.
• Paid maternity leave, paid paternity leave, and fertility benefits.
• Career growth and learning.
• …and so much more!

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Candidates should be comfortable with an on‑site presence within their division to support collaboration, team leadership, and cross‑functional partnership.

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.

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.

Acrisure is committed to employing a diverse workforce. All applicants will be considered regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.