Client Advisor: Tech-Driven Growth in Fintech

Acrisure; Lynnwood (WA); On-site; USD 71,304 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program (EAP)

Generous paid time off and holidays

Job summary

A global fintech leader based in Lynnwood is looking for a high-performing Client Advisor to drive new business and deepen client relationships. The ideal candidate will have at least two years of experience in sales or business development, preferably in the insurance sector. This role requires a skillful blend of human connection and technology insights to deliver exceptional client results. The compensation range for this position is $71,304 to $150,000, with a strong focus on client-centric solutions.

Qualifications

• Minimum 2 years of experience in a sales, client-facing, client advising, or business development role.
• Experience in the insurance industry preferred.
• Property and Casualty license or Life & Health preferred.

Responsibilities

• Achieve annual objectives by building a qualified pipeline and converting leads to revenue.
• Develop and execute strategic growth plans leveraging data-driven insights.
• Serve as a trusted advisor, developing deep client relationships.

Skills

Data-driven consulting

Client relationship management

Sales strategy

Technology utilization

Education

Minimum 2 years in sales or business development

Tools

Customer Relationship Management (CRM)

AI applications

Job description

A global fintech leader based in Lynnwood is looking for a high-performing Client Advisor to drive new business and deepen client relationships. The ideal candidate will have at least two years of experience in sales or business development, preferably in the insurance sector. This role requires a skillful blend of human connection and technology insights to deliver exceptional client results. The compensation range for this position is $71,304 to $150,000, with a strong focus on client-centric solutions.