Tech-Forward Client Advisor | Fintech Growth & AI

Acrisure; San Jose (CA); On-site; USD 70,304 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with immediate vesting

Paid time off and holidays

Employee discounts

Job summary

A leading Fintech company in San Jose is looking for a Client Advisor to enhance client engagement and drive revenue growth. This role involves strategic planning, utilizing data-driven insights, and leveraging technology to build client relationships effectively. Candidates should have a minimum of 2 years in client-facing roles, preferably in the insurance industry, and a proven track record of new client acquisition. Competitive salary and comprehensive benefits including medical coverage and paid time off are offered.

Qualifications

• Minimum 2 years of experience in a client-facing or business development role.
• Experience in the insurance industry preferred.
• Proven track record of obtaining new clients and/or revenue growth.

Responsibilities

• Achieve annual sales objectives by building a qualified pipeline.
• Develop and execute strategic growth plans using data-driven insights.
• Build strong external networks to promote the company within the community.

Skills

Client-facing experience

Business development

Technology skills

CRM proficiency

Tools

CRM applications

Analytics platforms

Job description

A leading Fintech company in San Jose is looking for a Client Advisor to enhance client engagement and drive revenue growth. This role involves strategic planning, utilizing data-driven insights, and leveraging technology to build client relationships effectively. Candidates should have a minimum of 2 years in client-facing roles, preferably in the insurance industry, and a proven track record of new client acquisition. Competitive salary and comprehensive benefits including medical coverage and paid time off are offered.