Insurance Advisor

Acrisure

About The Position

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary Disability Specialists, an Acrisure Agency Partner, is a national leader in developing and enrolling disability and life insurance benefit programs for professional associations. Our licensed Advisors average 5+ years of tenure and specialize in consultative selling. You’ll work with highly successful financial services professionals across the country, who own and operate their own practices with staff. Cold calling is not required. DSI provides Advisors with established client relationships, structured programs, and a proven sales process. Our Disability Advisors are professional, empathetic, honest, and appropriately assertive, providing clear guidance and ongoing service support to every client. Position is location-flexible. Other locations may be considered.

Requirements

Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Experience with CRM or agency management software preferred
Highly organized with strong focus on results
Ability to listen carefully, identify needs and empathize with clients
Self-motivated
Professional and confident communication (written and verbal)
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

Prior experience in sales, marketing, and/or insurance industry preferred

Responsibilities

Obtain and maintain a State Life & Health Insurance license
Complete the DSI Advisor Training Program
Develop a strong technical understanding of DSI’s Disability Income and Life Insurance products
Clearly communicate program options to clients via phone and email
Maintain accurate, detailed records in our CRM system
Follow DSI’s established sales and service process

Benefits

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.