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.
About the role
- Independent Insurance Agent building referral partnerships and managing customer experiences in Phoenix area. Representing a leading fintech startup in insurance services with significant growth potential.
Responsibilities
- Build and manage your own book of business as an independent insurance agent representing Jerry
- Develop and maintain local referral partnerships with real estate agents, mortgage brokers, auto dealers, and community organizations
- Use hyperlocal marketing and networking to grow awareness and drive leads in your territory
- Deliver excellent customer experiences while matching clients with the right carriers through Jerry’s platform — using your own sales approach and professional judgement
- Operate as a 1099 independent contractor — you run your business, we provide the tools and support to help it scale
Requirements
- A current Property & Casualty license in Arizona (required)
- Proven ability to generate and close leads — not afraid to knock on doors, make calls, or show up at local events
- Entrepreneurial drive — motivated by autonomy, growth, and performance-based earnings
- Strong relationship-builder who thrives in-person and in the community
- 2+ years of insurance sales experience preferred (agency, captive, or independent)
- Valid driver’s license and reliable personal vehicle
- Ability to travel locally as determined by your own business strategy across the Scottsdale and Greater Phoenix area
Benefits
- Health insurance
- Paid time off
- Paid parental leave
- 401(K) plan with employer matching
- Wellness benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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