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Client advisor • usa

Last updated: 3 days ago

Client Advisor

ACRISURENEW YORK
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

Scanlan Theodore AmericasManhasset, New York (US)
Permanent

Scanlan Theodore is a heritage Australian house, defined by elegance and refined sophistication.With a 40-year legacy, the brand is grounded in artisanal craftsmanship, luxurious fabrication, and a...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

Client advisor

Simon Property GroupSan Marcos, TX
Part-time

Client advisor that will sell in store and outreach to clients.Someone that can build their client relationships and business.Show more

Client Advisor

BurberryNew York, New York, US
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...Show more

Client Advisor

Jim Coleman Infiniti/NissanBethesda, MD, USA
Full-time
Quick Apply

Jim Coleman Automotive is a 3rd generation family-owned dealership founded in 1968 by Mr.The Coleman family has been selling and servicing cars in the DMV since the 1950s.Coleman had a vision of es...Show more

Client Advisor

Lithia & DrivewayFreehold, Freehold, NJ, US
Full-time

Now Hiring Sales Representatives.BMW of Freehold is busier than ever, and we need additional Sales Reps who can help us keep up with the demand while providing a truly best-in-class, customer exper...Show more

Client Advisor

Carlock Chrysler Dodge Jeep Ram of TupeloSaltillo, Mississippi, United States
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...Show more

Client Advisor

Harrison National Employment, LLC (Archwell Holdings, LLC)Conshohocken, PA, US
Permanent
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...Show more

Client Advisor

Suncap Technology Inc.Boca Raton, FL, US
Full-time

Wealth Advisor seeking a potential partner in Boca Raton Our client is a high-net-worth advisor seeking a potential advisor (no 7 required), eager to learn, grow to assist in managing his book of c...Show more

Client Advisor

AcrisureLinthicum Heights, MD, United States
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...Show more

Client Advisor

Hendrick Automotive GroupCharlotte, NC, US
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...Show more

Client Advisor

GB001 Marsh LtdAcorn,Worcester
Full-time

We are seeking a talented individual to join our team at.This role will be based in the.This is a hybrid role that has a requirement of working at least 3 days a week in the office.The role: Client...Show more

Client Advisor

Simon Property GroupChestnut Hill, MA
Full-time

Beauty, Romance and the iconic Blue Box.For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals.Tiffany employees are passionate, kind and professionally committed.We h...Show more

Client Advisor

Kohr ConsultingMercer Island, WA, United States
Full-time

Our client is a family business, formed in 2013.The principals had enjoyed lengthy tenures at a major, well-regarded financial institution but longed to create more personal, long-term relationship...Show more

Client Advisor

Hello Mazda of TemeculaTemecula, CA, US
Full-time

Hello Auto Group has an immediate opening for a Sales Associate at our rapidly growing Mazda store in Temecula, California.We're looking for an individual who feels passionate about customer servic...Show more

Client Advisor

AO Globe Life(Multiple States), US
Full-time
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...Show more

Client Advisor

ACRISUREUniondale, NY, 333 Earle Ovington Blvd
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...Show more

Client Advisor

ACRISUREINDIANA
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

Client Advisor

ACRISURENEW YORK
30+ days ago
Job type
  • Full-time
Job description

About Acrisure

:

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 support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

*This position is location-flexible; the cities listed are primary target cities. Applicants from additional locations will be considered.

Job Summary
The Sales Manager is a dynamic and pivotal role in driving the company’s growth and maintaining client satisfaction. This role demands a deep understanding of client needs and industry trends, coupled with the ability to develop and maintain robust client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor who engages actively with advisors, nurtures long-term relationships, and drives business development. They are expected to be highly skilled in navigating complex situations, leveraging technology, and adapting their strategies to meet the ever-evolving demands of the market and our clients. Through effective communication, resilience, and resourcefulness, our Sales Managers ensure the successful sale of life, disability, annuity, long term care and employer market cases and maintain a healthy pipeline of business opportunities. This role requires a unique blend of strategic thinking, persuasive skills, and the ability to bounce back from setbacks, all while instilling trust and integrity in every interaction.

Essential Functions

  • Increase revenue by developing new relationships for our Practice.
  • Leverages our leadership and marketing teams by way of integration for large transactions and key prospect development.
  • Learns organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products.
  • Maintains prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.
  • Actively engages with advisors to understand their needs and provide tailored solutions.
  • Analyzes feedback to improve service and client satisfaction.

Pipeline / Business Development

  • Generate a steady flow of quality cases into the presale pipeline.
  • Identify and pursue new business opportunities in target markets.
  • Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing.
  • Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed.
  • Prepare regular reports on sales activities, market trends, and business development efforts.
  • Maintain accurate and up-to-date records of client interactions and sales processes.

Product Knowledge

  • Stay updated with the latest products, services, and industry trends.
  • Educate producers and clients on the benefits and features of the company's offerings.
  • Assist in the development of marketing materials and sales tools.

Collaboration and Innovation:

  • Work closely with internal teams to ensure cohesive business strategies.
  • Encourage a culture of innovation by suggesting new ideas and improvements for products and processes.
  • Develop and implement strategies for market penetration and client acquisition.
  • Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects.
  • Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding.
  • Coordinate with the Case Management team to deliver services that meet or exceed client expectations.

Key Qualities

  • Recruits resources (people, material, support) to get things done.
  • Orchestrates multiple activities simultaneously to accomplish a goal.
  • Communicates effectively.
  • Consistently achieving results, even under challenging circumstances
  • Has a strong bottom-line orientation
  • Relating openly and comfortably with diverse groups of people
  • Using compelling arguments to gain the support and commitment of others

Requirements:

  • Proven ability to think strategically and act tactically.
  • Strong organization skills/ability to manage multiple demands and priorities.
  • Excellent problem solving/problem resolution skills.
  • Projects confidence and enthusiasm about the company
  • Strong leadership and relationship management skills
  • Demonstrates collaborative teamwork.
  • Ability to adapt
  • Ability to travel up to 25%

Education and Experience:

  • Bachelor’s degree or equivalent work experience
  • 7+ years of related industry experience
  • Active Life & Health license

*This position is compensated on a draw structure, with employees eligible to earn commission based on individual performance.

Pay Details:

The base compensation range for this position is $90,000 - $110,000. 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.