Data-Driven Client Advisor — Fintech Insurance Sales

Acrisure; Mechanicsburg (Cumberland County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Flexible vacation

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Paid holidays

Life insurance

EAP and Calm app

HSA/FSA

Job summary

Acrisure, a global fintech leader, is seeking a Client Advisor in Mechanicsburg, PA to drive new business and deepen client relationships on-site. You’ll blend human connection with data, CRM, and AI-powered insights to deliver tailored insurance solutions.

In this role you’ll build a qualified pipeline, partner with service teams, and execute growth plans across multiple lines of business, while maintaining a disciplined sales cadence.

Qualifications

• Minimum 2 years of client-facing or business development experience.
• Insurance industry experience is preferred or license eligibility.
• Proficiency with CRM and AI-powered sales tools.

Responsibilities

• Drive revenue growth by building a qualified pipeline and meeting quotas.
• Acquire clients and manage relationships with consultative approach.
• Maintain disciplined sales cadence and forecast with leadership.
• Conduct market research and analyze competition to refine strategy.

Skills

CRM

AI applications

Client-facing sales

Tools

CRM platforms

Analytics tools

Job description

Acrisure, a global fintech leader, is seeking a Client Advisor in Mechanicsburg, PA to drive new business and deepen client relationships on-site. You’ll blend human connection with data, CRM, and AI-powered insights to deliver tailored insurance solutions.

In this role you’ll build a qualified pipeline, partner with service teams, and execute growth plans across multiple lines of business, while maintaining a disciplined sales cadence.