Tech-Enabled Client Advisor for Growth

Acrisure; Walnut Creek (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) plan with company match

Paid time off

Wellness resources

EAP & Calm app subscription

Job summary

Acrisure in Walnut Creek, CA is seeking a Client Advisor to drive new business, deepen client relationships, and expand our footprint using data-driven, tech-enabled sales strategies. You’ll blend human insight with AI tools and CRM to deliver tailored solutions across multiple lines of business.

Join a growth-minded fintech leader, collaborate with service teams and marketing, and participate in structured cadences to forecast, close, and retain revenue while staying ahead of market trends.

Qualifications

• Minimum 2 years of experience in a sales or client-facing role.
• Experience in the insurance industry.
• Life & Health license.
• Proven track record of obtaining new clients and revenue growth.

Responsibilities

• Achieve annual objectives and meet or exceed quota.
• Develop growth plans using data insights, predictive analytics, and AI tools.
• Partner with service teams and marketing to deliver proposals and solutions.
• Build deep client relationships with a consultative sales approach.

Skills

Data-driven selling

Tools

CRM software

AI applications

Job description

Acrisure in Walnut Creek, CA is seeking a Client Advisor to drive new business, deepen client relationships, and expand our footprint using data-driven, tech-enabled sales strategies. You’ll blend human insight with AI tools and CRM to deliver tailored solutions across multiple lines of business.

Join a growth-minded fintech leader, collaborate with service teams and marketing, and participate in structured cadences to forecast, close, and retain revenue while staying ahead of market trends.