Client Advisor

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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.

Acrisure is seeking a Client Advisor to join our growing team. A Client Advisor is a performance‑driven individual that delivers insurance, benefits, and advisory strategies to medium‑sized companies and large Fortune 500 companies, focusing on reducing insurance dependency and boosting performance. This is mainly accomplished through face‑to‑face meetings with key executives and decision‑makers. It is a high‑income, competitive sales position, with the clear objective of always exceeding quota.

The Client Advisor must prioritize target accounts, develop a clear understanding of a client’s business needs, and use consultative‑selling techniques to present a proposal for implementing the appropriate solution(s). Business acumen with an understanding of the key business drivers of potential customers is required.

• Develop a lead generation plan for obtaining new clients.
• Execute against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, Linked In, etc.
• Engage in the discovery process for all sales opportunities to understand the top needs of the prospect.
• Act as a subject‑matter expert for clients by proactively providing insight on industry trends, solutions, and business advice.
• Develop comprehensive, professional presentations for each target customer, swarming key business problems and pain points relative to the customer with cross‑disciplinary experts.
• Assist in the coordination of developing client proposals and provide guidance and market intelligence for the development of the proposals, engaging the service team at the appropriate time to deliver a finished proposal that meets or exceeds the required standards.
• Learn and fully utilize the agency’s sales tracking technology to forecast sales, report pipeline progress, and maintain up‑to‑date activity reports; forecasting should be accurate and reporting information should be updated timely.
• Keep track of sales successes and efforts.

• Must have strong sales abilities as well as relationship‑building abilities.
• Must be able to maintain professionalism in a virtual or in‑person work environment.
• Experience in improving customer service operations.
• Willingness to participate in self‑development or technical classes.
• Comfortable working in an electronic environment with strong computer skills.
• Strong working knowledge of Microsoft Office products.
• Excellent verbal and written communication skills.
• Excellent people skills and ability to work well in a team environment.
• Strong organizational skills.

• Bachelor’s degree in business or related field of study or an equivalent combination of education and experience.
• 4–6 years of experience in insurance‑specific consultation and sales preferred.
• Current insurance license (Property & Casualty and/or Life & Health).
• Ability to work toward a professional designation.

New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.

As experience grows and performance benchmarks are achieved, new and less‑experienced advisors move through clearly defined compensation steps that provide increasing commission rates.

Once fully validated, compensation becomes primarily performance‑based – your earnings scale directly with your productivity and results.

The base compensation range for this position is $50,000 – $150,000. This range reflects Acrisure’s good‑faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills,…