Personal Lines Client Advisor

• Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota

• Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools

• Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business

• Develop deep client relationships and provide consultative sales advice

• Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities

• Build external networks and promote Acrisure within the community

• Follow structured sales cadences through the create–convert–close–retain cycle

• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning

• Research industry and market trends, track competitor activity, and refine positioning

• Share market insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

• 3+ years of experience in a client-facing, client-advising, or business development role required
• Experience in the insurance industry preferred
• Active Property & Casualty and/or Life & Health insurance license required
• Must have maintained an active insurance license for a minimum of one year
• Experience with market expansion and using technology to enter new markets or enhance sales efforts
• Proven track record of obtaining new clients and/or new revenue growth in the industry
• Experience using CRM and AI applications
• Candidates should be comfortable with an on-site presence
• Final candidates must complete post-offer verification processes

Demonstrates expertise in consultative sales, client relationship management, and strategic growth planning within the insurance industry. Proficient in utilizing CRM and AI tools to drive revenue growth and enhance client engagement.

• Client Relationship Management
• Consultative Sales
• CRM Applications
• Insurance License
• Market Expansion

• Sales Objectives Achievement
• Data-Driven Insights
• Predictive Analytics
• Revenue Growth
• Lead Conversion

• Collaboration
• Communication
• Networking

• Active Property & Casualty License
• Active Life & Health License

• Insurance Industry
• Market Trends
• Client Advising
• Business Development
• Sales Cadence

• CRM Platforms
• AI-Powered Tools
• Engagement Platforms