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Client advisor • chicago il

Last updated: 1 day ago

Payroll Client Advisor

ACRISURECHICAGO, IL
Full-time

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong.Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with re... Show more

Senior Private Client Advisor

US012 Marsh & McLennan Agency LLCCanal,Chicago
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.Its a result of hard work by extraordinary people.More than 11,000 of the industry's brightest talent drive our efforts to d... Show more

P&C Insurance Producer / Client Advisor - Chicago, IL

Centered Insurance PartnersChicago, IL, US
Full-time

At Centered Insurance Partners, we are redefining the insurance brokerage experience with a seamless, personalized, and empowering approach for our clients.What sets us apart is our strong commitme... Show more

Client Advisor

ACRISURECHICAGO, IL
Full-time

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 suppo... Show more

Client Advisor

Clark Dietz IncChicago, IL, United States
Full-time

With offices across Illinois, Indiana, Kentucky, Michigan, and Wisconsin, Clark Dietz, Inc.We are recognized leaders in transportation, civil, environmental, structural, mechanical, electrical and ... Show more

Senior Advisor, Client Engagement

EpsilonChicago, Illinois, United States
Full-time

This role is for a Senior Advisor, Client Engagement professional who will serve as the primary liaison between clients and Epsilon's teams, ensuring successful product and service delivery! This p... Show more

Private Client Advisor II

Bank of AmericaChicago, IL, United States
Full-time

Bank Of America Private Bank Client Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res... Show more

Advisor

CresaChicago, IL, United States
Full-time

Cresa Commercial Real Estate Advisor.At Cresa, we believe our clients deserve better.A better space to work, create, build, grow.A better outcome for their people and organization.A better partner ... Show more

Senior Client Advisor

Oliver Wyman, LLCChicago, IL, United States
Full-time

Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Senior Client Advisor to our US team.If you have the qualifications we are... Show more

Senior Client Advisor

Mercer FranceChicago, IL, United States
Full-time

Marsh Specialty Marine is a growing, dynamic, and energetic team across the world and we are excited to be adding a Marine Senior Client Advisor to our US team.If you have the qualifications we are... Show more

Personal Risk Senior Client Advisor (HNW)

USI Insurance ServicesChicago, IL, United States
Full-time

Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).Activities include, but not limited to renewal marketing, handling client questio... Show more

Asset Management - Client Advisor - RIA Channel, Chicago

ChaseChicago, IL, United States
Full-time

Client Advisor In The Institutional Advisor Channel.Morgan Asset Management is committed to providing exceptional service to our clients and business partners.Our sales and client service teams, ma... Show more

US Client Service Advisor (Market Operations)

HireTalentChicago, IL, United States
Full-time

Technical And Analytical Support.Provides technical and analytical support in a global markets operations function for one or more operations product areas.Responsible for the analysis and resoluti... Show more

Client Advisor with Athletic Background

Northwestern Mutual - ChicagolandChicago, IL, US
Full-time

Join the Winning Team at Northwestern Mutual - Chicagoland!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial ... Show more

Block Advisor Tax Advisor

H&R BlockOak Park, IL, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Cyber Client Advisor

US001 Marsh USA LLCWacker,Chicago
Full-time

Marsh's Cyber Retail Broking team of the year has an amazing opportunity to join their team in our Chicago office.As a member of our cyber team, you will deliver expert advisory and market-leading ... Show more

Work From Home - Client Benefits Advisor

Global Elite TexasChicago, Illinois, United States, 60601
Remote
Full-time

Work From Home - Client Benefits Advisor.This might be what you’ve been looking for.Seeking individuals who are ready to take control of their schedule and income by helping clients who have alread... Show more

Asset Management - Client Advisor - RIA Channel, Chicago

JPMorgan ChaseChicago, IL, United States
Full-time

Client Advisor In The Institutional Advisor Channel.Morgan Asset Management is committed to providing exceptional service to our clients and business partners.Our sales and client service teams, ma... Show more

People also ask
Payroll Client Advisor

Payroll Client Advisor

ACRISURECHICAGO, IL
30+ days ago
Job type
  • Full-time
Job description

Description

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

  • Responsible for prospecting new clients
  • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
  • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
  • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
  • Attend weekly team meeting and weekly one-on-one with leader
  • Additional responsibilities may be assigned as needed

Minimum Qualifications

  • 18 years of age or older
  • Valid Driver’s License and valid automobile insurance
  • Successful completion of pre-employment background check
  • Must live in area relative to job posting location
  • At least two years of relevant experience
  • Excellent prospecting, communication, presentation, and networking skills
  • Works well independently and as part of a team
  • Incentive-driven sales “hunter”
  • Professional demeanor and impeccable integrity
  • High sense of urgency and innate sales talent
  • Enjoys cold-calling and speaking with people face to face
  • Accountable for measurable, high-quality, timely results
  • Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

  • High school diploma/GED
  • Prior experience in a B2B Sales role
  • Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

  • Awareness
  • Driven
  • Resilient
  • Respectful
  • Committedness

Compensation (pay transparency) and Benefits

  • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
  • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
  • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

***State Specific***

Nevada and Colorado

#Auris

Pay Details:

The base compensation range for this position is $0 - $0. 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, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • 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.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting <.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.