Data-Driven Client Advisor (Associate) – Fintech Sales

Acrisure, LLC; West Palm Beach (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Generous paid time off

401(k) plan with immediate vesting

Paid maternity and paternity leave

Job summary

Acrisure, LLC based in West Palm Beach, FL is seeking an Associate Client Advisor to drive revenue and expand client relationships. The role involves leveraging technology, data insights, and CRM tools to maximize business growth and maintain client satisfaction.

The ideal candidate has at least 1 year of client-facing experience, preferably in the insurance sector, along with demonstrated technology skills. This position offers full-time hours and a comprehensive benefits package.

Qualifications

• 1+ years experience in a client facing or business development role required.
• Experience in the insurance industry preferred.
• Ability to obtain a Property and Casualty license upon hire.

Responsibilities

• Achieve annual objectives by building a sales pipeline and converting leads to revenue.
• Develop and execute growth strategies using data-driven insights.
• Serve as a trusted advisor and build deep client relationships.

Skills

Client facing experience

Business development

Technology skills

Market expansion

Education

Property and Casualty license (preferred)

Tools

CRM applications

AI applications

Job description

Acrisure, LLC based in West Palm Beach, FL is seeking an Associate Client Advisor to drive revenue and expand client relationships. The role involves leveraging technology, data insights, and CRM tools to maximize business growth and maintain client satisfaction.

The ideal candidate has at least 1 year of client-facing experience, preferably in the insurance sector, along with demonstrated technology skills. This position offers full-time hours and a comprehensive benefits package.