Tech-Driven Insurance Client Advisor

Acrisure, LLC; Lexington (KY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible vacation policy

Comprehensive medical, dental, and vision insurance

Employee Assistance Program

401(k) plan with company match

Paid maternity and paternity leave

Job summary

A global Fintech organization is looking for a Client Advisor in Lexington, KY. This role focuses on driving new business and deepening client relationships. Ideal candidates will have at least 2 years of experience in client-facing roles. Key responsibilities include revenue growth, client acquisition, and market research. The position offers a competitive compensation package, including commissions and diverse benefits.

Qualifications

• Minimum 2 years of experience in a client facing or business development role.
• Experience in the insurance industry preferred.
• Ability to obtain Property and Casualty license upon hire.

Responsibilities

• Achieve annual sales objectives and build a qualified pipeline.
• Develop and execute strategic growth plans using data-driven insights.
• Serve as a trusted advisor and understand unique client challenges.
• Follow structured sales cadences for pipeline progression.

Skills

Client relationship management

Data-driven decision making

Sales negotiation

Analytical skills

Technology utilization

Education

Experience in client-facing roles

Tools

CRM software

AI applications

Job description

A global Fintech organization is looking for a Client Advisor in Lexington, KY. This role focuses on driving new business and deepening client relationships. Ideal candidates will have at least 2 years of experience in client-facing roles. Key responsibilities include revenue growth, client acquisition, and market research. The position offers a competitive compensation package, including commissions and diverse benefits.