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Acrisure · 18 hours ago

Client Advisor Employee Benefits Enterprise

Grand Rapids Metro

Part-time

Onsite

Entry, Mid Level

2+ years exp

Acrisure is a global Fintech leader that combines technology and human expertise to provide financial products and services. The Client Advisor role focuses on driving new business, deepening client relationships, and leveraging data-driven insights to maximize revenue opportunities.

Financial ServicesInsuranceInsurTech

Responsibilities

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

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

Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle

Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes

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

Qualification

Client AcquisitionBusiness DevelopmentCRM ExperiencePropertyCasualty LicenseMarket ExpansionData-Driven InsightsConsultative SalesRelationship ManagementSales Process DisciplineCompetitive AnalysisTechnology Skills

Required

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

Property and Casualty license preferred, or ability to obtain license upon hire