Acrisure · 5 days ago
Advisor Producer
Sherwood, OR
Full-time
Onsite
New Grad, Entry LevelAcrisure is building a community where people can grow, thrive, and make an impact. The Advisor Producer role involves obtaining a State Life & Health Insurance license, understanding specialized Disability Income and Life Insurance products, and communicating program options to clients while maintaining records in the CRM system.
Financial ServicesInsuranceInsurTech
Responsibilities
Obtain and maintain your State Life & Health Insurance license, and complete the DSI Advisor Training Program
Develop a fundamental and technical understanding of the specialized Disability Income and Life Insurance products DSI offers
Clearly communicate our program options to clients via both phone and email
Be able to answer client questions on products, enrollment instructions, policy comparisons
Cross-sell products by explaining need and value depending on client’s profile
Maintain meticulous records in our CRM system, following the DSI sales process
Qualification
Required
Obtain and maintain your State Life & Health Insurance license, and complete the DSI Advisor Training Program
Develop a fundamental and technical understanding of the specialized Disability Income and Life Insurance products DSI offers
Clearly communicate our program options to clients via both phone and email
Be able to answer client questions on products, enrollment instructions, policy comparisons
Cross-sell products by explaining need and value depending on client's profile
Maintain meticulous records in our CRM system, following the DSI sales process
Proficiency in Microsoft Office applications (Word, Excel, Outlook)
Professionalism in all communications – both written and verbal
Organized, focus on results, and the ability to prioritize high-value tasks
Ability to listen carefully, identify needs, and empathize with clients
Motivated to make both yourself and your team successful
Confidence in yourself and your company, with a phone presence that demonstrates it
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Preferred
CRM or similar agency management software experience
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
A complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
Founded in 2005
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase