Strategic Fintech Client Advisor

Acrisure Trade Credit; Town of Hempstead (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Wellness resources

Job summary

Acrisure Trade Credit is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data-driven insights with human relationship building to deliver tailored financial solutions for clients.

The ideal candidate will have 3+ years in client-facing roles, with a focus on insurance, technology-enabled sales, and licensing where applicable.

Qualifications

• 3+ years of experience in a client-facing or business development role, preferably in insurance.
• License in Property & Casualty or Life & Health preferred, or ability to obtain on hire.
• Experience expanding into new markets and using technology to enhance sales efforts.

Responsibilities

• Develop and execute revenue growth plans with a structured sales cadence.
• Build and manage a qualified pipeline; convert leads to revenue opportunities.
• Maintain deep client relationships with a consultative selling approach.
• Collaborate with service teams and marketing to deliver proposals and solutions.
• Use CRM and AI tools to track interactions and identify upsell opportunities.
• Represent Acrisure in the community and build external networks.

Skills

Client relationship management

Sales planning

Data-driven decision making

Tools

CRM

AI platforms

Job description

Acrisure Trade Credit is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The role blends data-driven insights with human relationship building to deliver tailored financial solutions for clients.

The ideal candidate will have 3+ years in client-facing roles, with a focus on insurance, technology-enabled sales, and licensing where applicable.