Enterprise Employee Benefits Client Advisor

• 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 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. 

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 You’ll Bring:  

• 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. 

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. 

Performance-Driven Compensation Model 

Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation. 

Progressive Commission Structure: 

As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates. 

Uncapped Earnings Potential: 

Once fully validated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results. 

#LI-JB2

#LI-Hybrid