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Client Advisor

Job in Mahwah, Bergen County, New Jersey, 07495, USA
Listing for: Acrisure
Full Time position
Listed on 2026-10-15
Job specializations:
  • Sales
    Business Development, Client Relationship Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Employee Benefits Client Advisor
Job Description
About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries andhasgrown from $38 million to $4.8 billionin revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, clientcentricityand an indomitable will to win.

Your Next Chapter:

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure,we’reredefining what it means to be a sales professional-giving you cutting-edgetools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.

Employee Benefits Client Advisor

We’reseekingahigh-performing Employee Benefits
Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants-blending humanconnectionwith technology, insights, and AI to deliver exceptional results for our clients. At Acrisure,you’lljoin that evolution.

What You’llDo:

Revenue Growth & Business Development

  • Achieveannualobjectivesestablishedin your sales plan by building a qualified pipeline, converting leadstorevenue-generating opportunities, and consistently meeting or exceeding quota.
  • Develop and execute strategic growth plans,leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
  • Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

  • Serve as a trusted advisor by developing deep client relationships,providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long‑term value.
  • Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, andidentifyupselland cross-sell opportunities.
  • Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

Sales Process & Cadence Discipline

  • Follow structured sales cadences to ensure consistent pipeline progression,accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations tooptimizeoutcomes.

Market Research & Competitive Analysis

  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools toidentifyopportunities, track competitor activity, and refine positioning.
  • Share insights with leadership and cross‑functional teams to helpoptimizeproduct offerings, client experience, and revenue strategies.
What You’ll Bring:
  • Minimum 2 years of experience ina client facing,client advising, or business development rolerequiredwith experience in the insurance industry preferred.
  • 2+ years of employee benefits experience in an agency/broker setting.
  • Life & Health License preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:

  • Experience with market expansion,leveraging technology to enter newmarketsor enhance sales efforts in existing markets.
  • Proven track recordof obtaining new clients and/or new revenue growth in the industry with a…
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