Lead Generation Specialist

Acrisure•San Jose, CA

9d•$28 - $36•Onsite

About The Position

Acrisure West is a collective of entrepreneurial agencies who’ve built one of the fastest-growing platforms in financial services. Today, we’re a global fintech leader using advanced AI, data, and technology to reinvent how insurance and financial services are sold and delivered. We combine the strengths of trusted advisors with powerful digital tools—making growth smarter, faster, and more scalable than ever. Role Overview The Business Development Representative (BDR) role is your entry point into a modern, technology-driven sales career—and your fast track to becoming a full Client Advisor at the world’s fastest-growing brokerage. You’ll receive hands-on mentorship from some of the top producers in the industry while developing the prospecting and sales skills needed to eventually manage your own book of business. If you love tech, move fast, and see yourself becoming a high-earning advisor in the future, this is the launchpad.

Requirements

Ambition & Drive: You want to grow fast, win big, and take advantage of a high-growth fintech environment.
Tech Fluency: Comfortable adopting new tools, leveraging AI, and using data to increase efficiency and engagement.
Relationship Builder: Able to confidently engage with decision-makers through digital channels.
Sales Mindset: 1–2 years in sales, business development, finance, consulting, or a similar analytical role.
Process-Oriented: You thrive with structure, consistency, and data-backed decision making.
High Energy: Positive, curious, engaged, and eager to contribute to a winning team.
Adaptable: You enjoy building structure in fast-moving, evolving environments.
Future Advisor Vision: Long-term interest in managing client relationships, growing a book, and becoming a trusted advisor.

Responsibilities

Tech-Forward Prospecting: Use AI-powered tools, data insights, and automated workflows to identify target accounts.
Personalize outreach at scale using modern digital communication tactics.
Lead Qualification: Qualify inbound and outbound leads using AI-driven scoring and prioritization.
Partner closely with the sales team to ensure high-value accounts move through the pipeline efficiently.
Mentorship & Skill Building: Work directly with top advisors to learn how they build relationships, grow books, and win big.
Use technology to accelerate learning, track performance, and refine your approach.
Sales Ops & Workflow Excellence: Execute structured sales processes with precision using CRM and AI-enabled systems.
Provide insights to help optimize workflows, automation, and digital engagement strategies.
Advisor Career Path Development: Build the foundation to transition into a Client Advisor role: relationship building, tech-powered sales strategies, and long-term client value creation.

Benefits

Fast-Track Career Growth: A clear path to becoming a Client Advisor with earning potential in the top tier of sales careers.
Real Impact: Help shape a new, tech-powered approach to sales inside a rapidly scaling fintech company.
Elite Mentorship: Direct guidance from some of the most successful advisors in the industry.
Dynamic Culture: High-energy, innovative, collaborative, and rooted in growth.
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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