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Client Advisor
Client AdvisorAcrisure • Walnut Creek, California, USA
Client Advisor

Client Advisor

Acrisure • Walnut Creek, California, USA
[job_card.variable_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Your Next Chapter :

Do you thrive in an environment where technology data and relationships intersect At Acrisure were 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.

Were seeking a high-performing Client Advisor to drive new business deepen client relationships and expand Acrisures 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 youll join that evolution.

What Youll 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 createconvertcloseretain 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 Youll Bring :

Minimum 2 years of experience in a client facing client advising or business development role required with experience in the insurance industry preferred.

Life & Health license 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 youre 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 $85000 - $85000. This range reflects Acrisures 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 were building more than a business were 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 Childrens Hospital in Grand Rapids Michigan UPMC Childrens Hospital in Pittsburgh Pennsylvania and Blythedale Childrens 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 .

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.

Required Experience :

Unclear Seniority

Key Skills

Channel Marketing,Accounting Tally,CSS,Corporate Risk Management,Hibernate,Brokerage

Employment Type : Advisor

Experience : years

Vacancy : 1

Monthly Salary Salary : 85000 - 85000

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Client Advisor • Walnut Creek, California, USA

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