Client Growth Advisor: Tech-Driven Insurance Sales

Acrisure Trade Credit; Costa Mesa (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Wellness resources

Job summary

Acrisure is seeking a driven sales professional to drive revenue growth through client acquisition and relationship management. You will use CRM systems and AI-enabled insights to prioritize opportunities, build a robust pipeline, and deliver tailored solutions across multiple lines of business.

You will work on-site in California, collaborating with service teams and marketing to execute strategic plans, forecast pipelines, and exceed quotas in a fast-paced fintech-enabled insurance environment.

Qualifications

• Minimum 2 years in a client-facing or business development role, insurance industry preferred.
• Life and Health license required.

Responsibilities

• Build and manage a qualified pipeline to meet or exceed quota.
• Develop and execute growth plans using data-driven insights and AI tools.
• Partner with service teams and marketing to deliver proposals and solutions.

Skills

CRM experience

AI platforms

Relationship management

Lead generation

Education

Life and Health license

Tools

CRM

AI applications

Job description

Acrisure is seeking a driven sales professional to drive revenue growth through client acquisition and relationship management. You will use CRM systems and AI-enabled insights to prioritize opportunities, build a robust pipeline, and deliver tailored solutions across multiple lines of business.

You will work on-site in California, collaborating with service teams and marketing to execute strategic plans, forecast pipelines, and exceed quotas in a fast-paced fintech-enabled insurance environment.