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Client advisor • usa

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Client Advisor

ACRISUREWALNUT CREEK, CA, 1350 Treat Boulevard, Ste 100
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Client Advisor

International Search ConsultantsBellevue, WA, United States
[job_card.full_time]

Our client is a growing wealth advisory firm looking to hire two key Advisory roles both open due to new clients coming on board and growth within the firm.The Client Advisor is an excellent opport...[internal_linking.show_more]

Client Advisor

ACRISURESAN DIEGO, CA
[job_card.full_time]

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...[internal_linking.show_more]

Client Advisor

Clark Dietz IncChicago, IL, United States
[job_card.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 ...[internal_linking.show_more]

 • [job_card.new]

Client Advisor

ACRISUREOHIO
[job_card.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...[internal_linking.show_more]

Client Advisor

BurberryNew York, New York, US
[job_card.full_time]

At Burberry, we believe creativity opens spaces.Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities.Thi...[internal_linking.show_more]

Client Advisor

S&P GlobalSouthfield, MI, United States
[job_card.full_time]

Sales and Marketing Consulting Services is the main point of contact for our OEM partners in need of data to support their sales and marketing efforts.We provide differentiated value and strategic ...[internal_linking.show_more]

Client Advisor

Carlock Chrysler Dodge Jeep Ram of TupeloSaltillo, Mississippi, United States
[job_card.full_time]

This is your opportunity to be part of a.Greet and assist customers in finding the right vehicle for their needs.Build lasting relationships by delivering.Guide customers through the buying process...[internal_linking.show_more]

Client advisor

Simon Property GroupSan Marcos, TX
[job_card.part_time]

Client advisor that will sell in store and outreach to clients.Someone that can build their client relationships and business.[internal_linking.show_more]

Client Advisor

US001 Marsh USA LLCMeredith,Urbandale
[job_card.full_time]

We are seeking a talented individual to join our team at Marsh as a.This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in the office.As ...[internal_linking.show_more]

Client Advisor

KelacaRaleigh, NC, United States
[job_card.full_time] +1

At Kelaca, we're on a mission to redefine the recruiting experience because, frankly, the industry needs it.Too many recruiters treat candidates and clients like transactions.We believe relationshi...[internal_linking.show_more]

Client Advisor

Harrison National Employment, LLC (Archwell Holdings, LLC)Conshohocken, PA, US
[job_card.permanent]
[filters_job_card.quick_apply]

Training & Licensing Provided | Pre-qualified Affiliate Company Leads.Conshohocken, PA is launching a new business focused on serving the homeowner’s and auto insurance needs of our affiliated comp...[internal_linking.show_more]

Client Advisor

Marsh & McLennanGrimes, IA, United States
[job_card.full_time]

We are seeking a talented individual to join our team at Marsh as a Client Advisor.This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in...[internal_linking.show_more]

Client Advisor

Hendrick Automotive GroupCharlotte, NC, US
[job_card.full_time]

Hendrick BMW Northlake Location: 10720 Northlake Auto Plaza Blvd, Charlotte, North Carolina 28269 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfac...[internal_linking.show_more]

 • [job_card.promoted]

Client Advisor

Oliver Wyman, LLCGrimes, IA, United States
[job_card.full_time]

We are seeking a talented individual to join our team at Marsh as a Client Advisor.This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in...[internal_linking.show_more]

Client Advisor

Mercer FranceGrimes, IA, United States
[job_card.full_time]

We are seeking a talented individual to join our team at Marsh as a Client Advisor.This role will be based in Urbandale, Iowa, and is a hybrid position requiring a minimum of three days per week in...[internal_linking.show_more]

Client Advisor

AO Globe Life(Multiple States), US
[job_card.full_time]
[filters_job_card.quick_apply]

Looking for more than just a job?.AO Globe Life offers recent graduates the chance to build a meaningful career from day one.This opportunity combines mentorship, professional development, and real...[internal_linking.show_more]

Client Advisor

Germain Honda of Ann Arbor2601 S State St., Ann Arbor, MI, US
[job_card.full_time]

[internal_linking.show_more]

Client Advisor

Client Advisor

ACRISUREWALNUT CREEK, CA, 1350 Treat Boulevard, Ste 100
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
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About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Your Next Chapter:

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

What You’ll Do:

Revenue Growth & Business Development

  • 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.

Client Acquisition & Relationship Management

  • 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.

Sales Process & Cadence Discipline

  • 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.

Market Research & Competitive Analysis

  • 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.

What You’ll Bring:

  • Minimum 2 years of experience in a sales, client facing, client advising, or business development role.

  • Experience in the insurance industry preferred.

  • Property and Casualty license or Life & Health preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:

  • 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.

If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.

Pay Details:

The base compensation range for this position is $71,304 - $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, 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.