Client Advisor

Acrisure•Uniondale, NY

4d•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 relationship-building with technology, data, predictive analytics, and AI to deliver client solutions and achieve revenue growth. The Client Advisor builds and manages a qualified pipeline, develops strategic growth plans, collaborates with service teams and marketing specialists, and follows a structured sales process from prospecting through retention. The position also involves market and competitor research and sharing insights with leadership and cross-functional teams. Candidates should be comfortable working on-site to support collaboration, team leadership, and cross-functional partnership.

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.
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.
Experience with market expansion, 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 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 develop comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Develop client relationships, take a consultative sales approach, understand client business challenges, and deliver holistic solutions that provide 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 to progress the pipeline, forecast accurately, 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 competitor activity, and refine positioning.
Share market insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.