Employee Benefits Client Advisor

Acrisure; Charleston (SC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Generous paid time off

401(k) with immediate vesting

Job summary

Acrisure in Charleston, SC, is seeking an Employee Benefits Client Advisor to drive new business and strengthen client relationships. You will leverage innovative technology and data-driven insights to meet sales goals. The ideal candidate will have over 5 years of relevant experience and thrive in a team-centric environment.

Join Acrisure to play a key role in enhancing client solutions while enjoying a comprehensive suite of benefits. The position requires an on-site presence in a collaborative workspace.

Qualifications

• Minimum 5+ years of experience in a client facing role, preferably in insurance.
• 2+ years of employee benefits experience in an agency/broker setting.
• Life & Health License preferred.

Responsibilities

• Achieve annual objectives by building a qualified pipeline.
• Develop strategic growth plans using data-driven insights.
• Serve as a trusted advisor by developing deep client relationships.

Skills

Client acquisition

Business development

Data-driven consulting

Technology integration

Education

5+ years in client-facing role

Employee benefits experience

Tools

CRM software

AI applications

Job description

Overview

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 Employee Benefits 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. At Acrisure, you’ll join that evolution.

What You’ll Do

1. 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.
2. Revenue Growth & Business Development – 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.
3. Revenue Growth & Business Development – Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

1. 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.
2. Client Acquisition & Relationship Management – Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
3. Client Acquisition & Relationship Management – Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

1. 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.
2. Sales Process & Cadence Discipline – Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

1. 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.
2. Market Research & Competitive Analysis – Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

What You’ll Bring

• Minimum 5+ years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
• 2+ years of employee benefits experience in an agency/broker setting.
• Life & Health License preferred, or ability to obtain 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.

Additional Considerations

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

Benefits & Equal Opportunity

Why Join Us At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Acrisure has pledged more than $22 million through partnerships with Corewell Health Helen DeVos Children’s Hospital, UPMC Children’s Hospital, and Blythedale Children’s Hospital.

Employee Benefits We offer a comprehensive suite of benefits and perks, including:

• Physical Wellness: Medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); Calm app subscription.
• Financial Wellness: 401(k) with immediate vesting; HSA and FSA options; commuter benefits; employee discounts.
• Family Care: Paid maternity and paternity leave; legal plan options; pet insurance.

Note: This list is not exhaustive. Eligibility and waiting periods may apply. Benefits may vary by location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will complete post-offer verification processes in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.