Client Advisor

Acrisure is seeking a Client Advisor to grow revenue and maximize business opportunities with total client selling. The ideal candidate will have experience in financial services business and/or insurance industry, with a proven track record of obtaining new clients and/or new revenue growth.

Requirements

• Achieve annual objectives established in sales plan
• Develop sales plan to achieve sales budget
• Contact and qualify prospective clients
• Collect detailed risk management and underwriting information
• Develop and deliver formal proposals for all offers of financial services and insurance
• Collaborate with the service team and new business marketing teams
• Anticipate future needs for established clientele
• Maintain production reports and attend all sales meetings
• Develop and nurture strategic client relationships
• Collaborate with clients to identify growth opportunities
• Ensure high levels of client satisfaction and maintain a strong customer retention rate
• Promote Acrisure within the community

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance