Client Advisor

Acrisure East Insurance Services, LLC•Parsippany-Troy Hills, NJ

1d•$80,000 - $120,000•Onsite

About The Position

Acrisure is seeking a Client Advisor to drive new business, deepen client relationships, and expand the company’s footprint. The role combines consultative sales with technology, data, predictive analytics, and AI-enabled tools to deliver tailored financial and insurance solutions and strong client outcomes. The Client Advisor builds and manages a qualified pipeline, converts leads, develops growth plans, and works with service teams and marketing specialists to prepare proposals across multiple lines of business. The role also develops client and community relationships, uses CRM and engagement platforms to manage outreach and identify growth opportunities, follows disciplined sales cadences, supports forecasting and deal planning, and monitors market and competitor trends. The position is on-site to support collaboration, team leadership, and cross-functional partnership. The base compensation range is $80,000–$120,000. Acrisure employs over 19,000 colleagues in 22 countries.

Requirements

At least 3 years of experience in a client-facing, client-advising, or business development role.
Experience with market expansion, using technology to enter new markets or improve sales efforts in existing markets.
A proven record of acquiring new clients and/or generating new revenue in the industry, with a focus on technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.
Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Experience in the insurance industry.
Property and Casualty or Life and Health license, or ability to obtain a license upon hire.

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 deals.
Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions across multiple lines of business.
Build deep client relationships, provide consultative advice, understand clients’ business challenges, and deliver holistic solutions that create long-term value.
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 and manage pipeline progression, forecasting, and 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 platforms and sales enablement tools to identify opportunities, track competitors, and refine positioning.
Share market insights with leadership and cross-functional teams to help improve products, client experience, and revenue strategies.