Insurance Specialist providing consultative insurance guidance and acting as an experienced insurance agent. Collaborating across business lines to meet member financial planning needs in North Carolina.
About the role
- Client Advisor responsible for business development and client management at Acrisure, a fintech leader. Achieving sales objectives and delivering tailored solutions in a competitive market.
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.
- 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.
- Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
- Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
Requirements
- 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.
- 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.
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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