Use data, CRM, and AI to grow insurance business as an Acrisure Client Advisor working in office with clients and teams. Build relationships while pursuing measurable sales results.
This Client Advisor role focuses on new 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.