Experience: 5+ years
We're seeking a high-performing Employee Benefits Client Advisor to drive new business, deepen client relationships , and expand Acrisure's footprint. The most successful sales professionals tod ay are data-driven consultant s - blending human connection with technology, insights, and AI to deliver exceptional results for our clients .
At Acrisure, you'll join that evolution.
- 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.
- Minimum 5+ years of experience in a client facing , client advising, or business development role required with experience in the insurance industry preferred .
- 2+ years of employee benefits experience in an agency/broker setting.
- Life & Health License preferred, or ability to obtain license upon hire.
- 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.
If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer , or Client Advisor , we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
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This posting was published by Acrisure Costa Mesa, CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.