Apply on Employer Site

Acrisure · 2 hours ago

Client Advisor

Newton, NJ

Full-time

Onsite

Entry, Mid Level

$70K/yr - $150K/yr

2+ years exp

Acrisure is a global Fintech leader that combines technology and human expertise to provide financial products and services. The Client Advisor role focuses on driving new business, deepening client relationships, and leveraging technology to enhance sales efforts and deliver tailored solutions.

Financial ServicesInsuranceInsurTech

Responsibilities

Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-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

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, and identify upsell and cross-sell opportunities

Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader

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 to optimize outcomes

Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning

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

Qualification

Client Relationship ManagementBusiness DevelopmentData-Driven InsightsCRM SoftwareAI ApplicationsPropertyCasualty LicenseMarket ExpansionSales Process DisciplineConsultative Sales ApproachNetworking Skills

Required

Minimum 2 years of experience in a client facing, client advising, or business development role required

Preferred

Experience in the insurance industry preferred

Property and Casualty license preferred, or ability to obtain license upon hire

Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets

Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms

Demonstrated technology skills, including experience using CRM and AI applications

Benefits

Flexible vacation policy and paid holidays, plus paid sick time off

Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term), Pet Insurance

Employee-paid supplemental insurance options

Company-paid group life insurance

Employee Assistance Program (EAP) and Calm App subscription

Vested 401(k) with company match and financial wellness programs

FSA, HSA and commuter benefits options

Paid maternity leave, paid paternity leave, and fertility benefits

Career growth and learning

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.