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Data-Driven Client Advisor | Fintech Expert
Job in
Costa Mesa, Orange County, California, 92626, USA
Listed on 2026-01-15
Listing for:
Acrisure, LLC
Full Time
position Listed on 2026-01-15
Job specializations:
-
Sales
Client Relationship Manager, Financial Sales
Job Description & How to Apply Below
A fintech leader in Costa Mesa is looking for a Client Advisor to drive growth and deepen client relationships. The role involves achieving sales objectives through strategic plans and effective client management. The ideal candidate will have at least 2 years of experience, preferably in the insurance industry, and a strong command of CRM technologies. This opportunity offers comprehensive benefits and a competitive compensation range of $70,304 - $100,000.
Join a dynamic team where innovation and client-centric solutions thrive.
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