Enterprise Employee Benefits Client Advisor

Acrisure; Grand Rapids (MI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Generous paid time off

401(k) plan benefits

Paid maternity and paternity leave

Job summary

A leading financial services firm in Grand Rapids seeks a high-performing Client Advisor to drive new business and deepen client relationships. The successful candidate will develop strategic growth plans, leveraging data-driven insights and technology. Strong experience in client advising and business development is required, preferably in the insurance industry. This role offers a performance-driven compensation model with uncapped earnings potential, along with comprehensive benefits including wellness programs and 401(k) plans.

Qualifications

• Minimum 2 years of experience in a client-facing role; insurance industry experience preferred.
• Proven track record of obtaining new clients and revenue growth.
• Experience with technology to enhance sales efforts.

Responsibilities

• Drive new business and deepen client relationships.
• Develop and execute strategic growth plans.
• Serve as a trusted advisor and provide consultative sales approach.

Skills

Client advising

Business development

Technology skills

Market expansion

Education

Property and Casualty license

Tools

CRM applications

AI applications

Job description

Client Advisor

We are seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand our footprint. The most successful sales professionals today are data‑driven consultants blending human connection with technology, insights, and AI to deliver exceptional results.

Responsibilities

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 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 the company 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.

Qualifications

• Minimum 2 years of experience in a client‑facing, client advising, or business development role; experience in the insurance industry preferred.
• Property and Casualty license preferred, or ability to obtain license upon hire.
• 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.

Compensation & Benefits

Performance‑Driven Compensation Model

• Initial training and validation period provides stability while completing licensing, training, and performance validation.
• Progressive commission structure with clearly defined steps that provide increasing commission rates as experience and performance grow.
• Once fully validated, compensation becomes primarily performance‑based, enabling uncapped earnings potential.

Employee Benefits

• Physical Wellness: comprehensive 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; complimentary Calm app subscription.
• Financial Wellness: immediate vesting in a 401(k) plan; HSA and FSA options; commuter benefits; employee discount programs.
• Family Care: paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance coverage.
• Benefits may vary by subsidiary entity and geographic location; eligibility and waiting periods may apply.

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 information to learn more about our Recruitment Fraud Notice.