Strategic Benefits Client Advisor, Fintech-Driven

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

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.