Acrisure Trade Credit · 1 day ago
Client Advisor
Florham Park, NJ
Full-time
Onsite
Entry, Mid Level
$70K/yr - $150K/yr
2+ years expAcrisure is a global Fintech leader that offers a variety of financial products and services. They are seeking a high-performing Client Advisor to drive new business, deepen client relationships, and leverage technology to deliver exceptional results for clients.
CreditFinancial ServicesInsurance
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
Required
Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred
Property and Casualty license preferred, or ability to obtain license upon hire
Preferred
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.
Company
Acrisure Trade Credit
WHAT WE DO: Help businesses & lenders grow sales, offer more competitive terms, and increase profitability.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gene Ferraiolo
Partner
Company data provided by crunchbase