A global fintech leader in Atlanta is seeking a high-performing Client Advisor to drive new business and deepen client relationships. In this role, you will leverage cutting-edge tools and data-driven insights to achieve sales targets, manage pipeline, and create tailored solutions. An ideal candidate has over 3 years of client-facing experience, preferably in the insurance industry. The position offers a competitive salary and excellent benefits designed to support your health, finance, and family.
Qualifications
Proven track record of growth in a client-facing role.
Experience in the insurance industry preferred.
Ability to obtain Property and Casualty license upon hire.
Responsibilities
Achieve annual sales objectives through pipeline management.
Partner with teams to deliver tailored revenue solutions.
Develop deep client relationships to drive value.
Skills
Client relationship management
Data-driven decision making
Sales acumen
Education
3+ years experience in a client-facing role
Tools
CRM applications
AI applications
Job description
A global fintech leader in Atlanta is seeking a high-performing Client Advisor to drive new business and deepen client relationships. In this role, you will leverage cutting-edge tools and data-driven insights to achieve sales targets, manage pipeline, and create tailored solutions. An ideal candidate has over 3 years of client-facing experience, preferably in the insurance industry. The position offers a competitive salary and excellent benefits designed to support your health, finance, and family.