Hybrid Fintech Client Growth Advisor

Acrisure, LLC; Mahwah (NJ); Hybrid; USD 75,000 - 150,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

Generous PTO and holidays

401(k) plan with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program (EAP)

Job summary

A leading fintech firm is seeking a Client Advisor in Mahwah, NJ. This role involves developing client relationships and driving revenue growth through strategic planning and technology utilization. Candidates should have a strong background in business development and experience in the insurance industry. Additionally, a keen understanding of CRM and AI applications is essential for success. Embrace this opportunity to join a dynamic team where innovation meets client-centric solutions.

Qualifications

• 3+ years in client advising or business development is required.
• Experience in the insurance industry is preferred.
• Proven record of new client acquisition and revenue growth.

Responsibilities

• Achieve annual objectives by converting leads into revenue-generating opportunities.
• Develop strategic growth plans using data-driven insights and AI tools.
• Maintain strong relationships with clients, providing tailored solutions.

Skills

Client relationship management

Business development

Technology utilization in sales

Education

Experience in client-facing roles

Property and Casualty or Life & Health license

Tools

CRM applications

AI applications

Job description

A leading fintech firm is seeking a Client Advisor in Mahwah, NJ. This role involves developing client relationships and driving revenue growth through strategic planning and technology utilization. Candidates should have a strong background in business development and experience in the insurance industry. Additionally, a keen understanding of CRM and AI applications is essential for success. Embrace this opportunity to join a dynamic team where innovation meets client-centric solutions.