Client Advisor

Acrisure•Uniondale, NY

12d•Onsite

About The Position

Acrisure is seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand the company’s footprint. The role combines consultative selling and relationship building with technology, data, analytics, and AI tools to deliver solutions for clients. The Client Advisor works with Acrisure service teams, marketing specialists, leadership, and cross-functional partners to develop tailored proposals, grow revenue, and strengthen the client experience.

Requirements

At least 3 years of experience in a client-facing, client-advising, or business development role.
Demonstrated technology skills, including experience using CRM and AI applications.
Proven track record of obtaining new clients and/or growing revenue in the industry, with a focus on using technology and tech platforms.

Nice To Haves

Experience in the insurance industry.
Property and Casualty or Life & Health license, or ability to obtain a license upon hire.
Experience with market expansion, including using technology to enter new markets or enhance sales efforts in existing markets.

Responsibilities

Achieve annual sales-plan objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota.
Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools to prioritize opportunities and accelerate deal velocity.
Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business.
Build deep client relationships and use a consultative sales approach to understand client challenges and provide holistic solutions.
Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
Build external networks and promote Acrisure in the community.
Follow structured sales cadences to progress the pipeline, maintain accurate forecasts, and manage deals throughout the create–convert–close–retain cycle.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing updates and recommendations.
Monitor industry and market trends and use analytics and sales enablement tools to identify opportunities, track competitors, and refine positioning.
Share market insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.