Client Advisor

Acrisure Insurance Partners Services of NY, LLC•Town of Hempstead, 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 sales and relationship building with technology, data, analytics, and AI tools to deliver solutions for clients. The Client Advisor develops qualified sales pipelines, wins new business, grows revenue, and works with service teams, marketing specialists, and leadership to support client outcomes and business growth. The position requires an on-site presence to support collaboration, team leadership, and cross-functional partnership. Compensation is listed as a base range of $0–$0, with placement based on factors including skills, experience, qualifications, location, and internal equity.

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.

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.
A proven track record of obtaining new clients and/or growing revenue in the industry, with a focus on using technology and tech platforms.

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 growth plans using data-driven insights, predictive analytics, and AI-powered tools to prioritize opportunities and accelerate sales.
Partner with Acrisure service teams and marketing specialists to prepare proposals and tailored solutions that maximize revenue across multiple lines of business.
Develop deep client relationships, understand clients’ business challenges, and provide consultative, holistic solutions that support 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 within the community.
Follow structured sales cadences to manage pipeline progression, forecasting, and deals across 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, use analytics and sales enablement tools to identify opportunities and competitor activity, and refine sales positioning.
Share market insights with leadership and cross-functional teams to help improve product offerings, client experience, and revenue strategies.