Strategic Client Advisor: Growth & Tech-Driven

Acrisure, LLC; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Generous paid time off and holidays

401(k) plan with immediate vesting

Paid maternity and paternity leave

Employee Assistance Program (EAP)

Job summary

A leading fintech firm in Atlanta is seeking a Client Advisor to drive revenue growth and enhance client relationships. The ideal candidate will have over 3 years of experience in a client-facing role, ideally within the insurance sector. Responsibilities include strategic growth planning, utilizing technology for client acquisition, and ensuring disciplined sales processes. This position offers comprehensive benefits, and candidates should be comfortable with an on-site presence to foster collaboration and leadership.

Qualifications

• 3+ years of experience in a client-facing role, preferably in the insurance industry.
• Ability to obtain a Property and Casualty license upon hire.
• Proven track record of acquiring new clients and revenue growth.

Responsibilities

• Drive new business and deepen client relationships.
• Develop and execute strategic growth plans using data-driven insights.
• Ensure consistent pipeline progression and accurate forecasting.

Skills

Client relationship management

Sales planning

Data-driven sales techniques

Technology utilization in sales

Tools

CRM applications

AI applications

Sales analytics platforms

Job description

A leading fintech firm in Atlanta is seeking a Client Advisor to drive revenue growth and enhance client relationships. The ideal candidate will have over 3 years of experience in a client-facing role, ideally within the insurance sector. Responsibilities include strategic growth planning, utilizing technology for client acquisition, and ensuring disciplined sales processes. This position offers comprehensive benefits, and candidates should be comfortable with an on-site presence to foster collaboration and leadership.