Strategic Client Advisor - Fintech Growth

Acrisure; Corpus Christi (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Generous paid time off

401(k) with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program

Calm app subscription

Job summary

A leading fintech firm in Corpus Christi, TX is hiring a Client Advisor to drive new business and deepen client relationships. The position requires 2+ years’ experience in a client-facing role, ideally in the insurance sector, and proficiency with CRM tools. Responsibilities include achieving sales targets through strategic planning and leveraging technology for market expansion. This role offers comprehensive employee benefits designed to support wellness in all aspects of life.

Qualifications

• 2+ years’ experience in a client-facing, advising, or business development role.
• Experience in the insurance industry preferred.
• Ability to obtain Property and Casualty license upon hire.

Responsibilities

• Drive new business and deepen client relationships.
• Achieve annual objectives by converting leads to revenue.
• Collaborate on revenue forecasts and strategic planning.

Skills

Client Relationship Management

Business Development

Sales Strategy

Market Analysis

Technology Proficiency

Education

2+ years in client-facing role

Property and Casualty license

Tools

CRM Software

AI Applications

Job description

A leading fintech firm in Corpus Christi, TX is hiring a Client Advisor to drive new business and deepen client relationships. The position requires 2+ years’ experience in a client-facing role, ideally in the insurance sector, and proficiency with CRM tools. Responsibilities include achieving sales targets through strategic planning and leveraging technology for market expansion. This role offers comprehensive employee benefits designed to support wellness in all aspects of life.