Use data, CRM, and AI to grow insurance business as an Acrisure Client Advisor working on-site with clients and teams. Build relationships while pursuing measurable sales results.
This Client Advisor role focuses on current business, client retention, and revenue expansion across Acrisure’s financial products and services. You will combine consultative selling with predictive analytics, AI-powered tools, and structured sales processes. The role requires insurance experience, a Life and Health license, and at least two years in sales, client-facing, client advising, or business development work.
Key Responsibilities:
- Build qualified pipelines and convert leads into revenue opportunities
- Execute growth plans using analytics and AI-powered sales tools
- Develop trusted client relationships through consultative selling
- Use CRM platforms to personalize outreach and identify opportunities
- Manage forecasting, deal progression, and competitive market insights
Requirements:
- Minimum two years of relevant sales or client-facing experience
- Insurance industry experience
- Life and Health license
- Experience obtaining new clients or revenue growth
- CRM and AI application experience
Bring insurance expertise, relationship-building, and technology-enabled sales skills to Acrisure’s growing client advisory business.