Employee Benefits Growth Advisor - Data-Driven

Acrisure; Costa Mesa (CA); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401(k)

Job summary

Acrisure is seeking an Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand the firm’s footprint. You’ll blend human connections with technology, AI insights, and data-driven strategies to deliver holistic, tailored solutions for clients.

The role emphasizes revenue growth, relationship management, and a structured sales cadence, with uncapped earnings potential and a progressive compensation model. On-site collaboration in Costa Mesa, CA is expected.

Qualifications

• 2+ years in a client-facing or business development role.
• Life and Health license required.

Responsibilities

• Build a qualified pipeline and meet quota.
• Develop growth plans using data-driven insights and AI tools.
• Deliver tailored proposals with cross-functional teams to maximize revenue across lines of business.
• Provide consultative advisory to clients and manage relationships.
• Use CRM to personalize outreach and identify upsell opportunities.

Skills

Client advisory

Business development

Relationship management

Data-driven selling

CRM usage

Tools

CRM software

AI applications

Job description

Acrisure is seeking an Employee Benefits Client Advisor to drive new business, deepen client relationships, and expand the firm’s footprint. You’ll blend human connections with technology, AI insights, and data-driven strategies to deliver holistic, tailored solutions for clients.

The role emphasizes revenue growth, relationship management, and a structured sales cadence, with uncapped earnings potential and a progressive compensation model. On-site collaboration in Costa Mesa, CA is expected.