Client Advisor

Acrisure•Santa Rosa, CA

3d•$90,000 - $90,000•Onsite

About The Position

Your Next Chapter: Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

Requirements

Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
Property and Casualty license preferred, or ability to obtain license upon hire.

Nice To Haves

Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Responsibilities

Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

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