Employee Client Advisor

Acrisure Southwest Partners Insurance Services, LLC; 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

Company Overview

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.

What You’ll Do

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. 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. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

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

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. Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

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. Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

What You’ll Bring

Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. Life and Health license required.

• 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.

Performance-Driven Compensation Model

Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.

Progressive Commission Structure: As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.

Uncapped Earnings Potential: Once fully validated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results.

Pay Details

The base compensation range for this position is $70,000 - $100,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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. Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

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 be required to complete post-offer verification processes related to the role and 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.

To Executive Search Firms & Staffing Agencies

Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

We invite you to find your next great opportunity with us.