Client Advisor

Acrisure is a global fintech leader empowering millions of ambitious businesses and individuals with cutting‑edge technology and top‑tier human support. We connect clients with customized solutions across insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services, and more.

The Client Advisor 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 Client 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 Client Advisors 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.
• Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development.
• Learn the organizational sales process by working closely with team members to establish expertise in designing, underwriting, and distributing life, disability, long‑term care, and annuity products.
• Maintain prospect pipeline, track follow‑up activity, and report on lead and opportunity life cycles.
• Actively engage with advisors to understand their needs and provide tailored solutions.
• Analyze 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 products and processes.
• Develop and implement strategies for market penetration and client acquisition.
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects.
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding.
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations.

• Proven ability to think strategically and act tactically.
• Strong organization skills/ability to manage multiple demands and priorities.
• Excellent problem solving/problem resolution skills.
• Projects confidence and enthusiasm about the company.
• Strong leadership and relationship management skills.
• Demonstrates collaborative teamwork.
• Ability to adapt.
• Ability to travel up to 25%.

• Bachelor’s degree or equivalent work experience.
• 7+ years of related industry experience.
• Active Life & Health license.
• This position is compensated on a draw structure, with employees eligible to earn commission based on individual performance.

The base compensation range for this position is…