Client Advisor

Overview

About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

The Sales Manager is a dynamic and pivotal role in driving the company’s growth and maintaining client satisfaction. This role demands a deep understanding of client needs and industry trends, coupled with the ability to develop and maintain robust client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor who engages actively with advisors, nurtures long-term relationships, and drives business development.

They are expected to be highly skilled in navigating complex situations, leveraging technology, and adapting their strategies to meet the ever-evolving demands of the market and our clients. Through effective communication, resilience, and resourcefulness, our Sales Managers ensure the successful sale of life, disability, annuity, long term care and employer market cases and maintain a healthy pipeline of business opportunities.

This role requires a unique blend of strategic thinking, persuasive skills, and the ability to bounce back from setbacks, all while instilling trust and integrity in every interaction.

Job Summary

The Sales Manager is a dynamic and pivotal role in driving the company’s growth and maintaining client satisfaction. This role demands a deep understanding of client needs and industry trends, coupled with the ability to develop and maintain robust client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor who engages actively with advisors, nurtures long-term relationships, and drives business development.

They are expected to be highly skilled in navigating complex situations, leveraging technology, and adapting their strategies to meet the ever-evolving demands of the market and our clients. Through effective communication, resilience, and resourcefulness, our Sales Managers ensure the successful sale of life, disability, annuity, long term care and employer market cases and maintain a healthy pipeline of business opportunities.

This role requires a unique blend of strategic thinking, persuasive skills, and the ability to bounce back from setbacks, all while instilling trust and integrity in every interaction.

• Increase revenue by developing new relationships for our Practice.
• Leverages our leadership and marketing teams by way of integration for large transactions and key prospect development.
• Learns organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products.
• Maintains prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.
• Actively engages with advisors to understand their needs and provide tailored solutions.
• Analyzes feedback to improve service and client satisfaction.

• Generate a steady flow of quality cases into the presale pipeline.
• Identify and pursue new business opportunities in target markets.
• Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing.
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed.
• Prepare regular reports on sales activities, market trends, and business development efforts.
• Maintain accurate and up-to-date records of client interactions and sales processes.

• Stay updated with the latest products, services, and industry trends.
• Educate producers and clients on the benefits and features of the company's offerings.
• Assist in the development of marketing materials and sales tools.

• Work closely with internal teams to ensure cohesive business strategies.
• Encourage a culture of innovation by suggesting new ideas and improvements for…