Life & Disability Client Advisor

Acrisure•Chicago, IL

2d•Onsite

About The Position

The Life & Disability Client Advisor role is described in the posting as a Sales Manager position within Acrisure’s Wholesure Life & Disability Practice. This role drives revenue growth and client satisfaction by developing new relationships, engaging with advisors, nurturing long-term client relationships, and identifying business opportunities. The advisor sells life, disability, annuity, long-term care, and employer-market cases, while maintaining a healthy pipeline and providing tailored solutions based on client needs and industry trends. The role involves learning the organization’s sales process and developing expertise in the design, underwriting, and distribution of relevant products. It also includes managing prospect pipelines and sales records, pursuing new business in target markets, educating producers and clients about products, supporting marketing materials and outreach, and coordinating with internal teams to help ensure effective implementation and client service. The position is on-site to support collaboration, team leadership, and cross-functional partnership. Compensation includes a stated base compensation range of $100,000–$100,000 and a performance-driven model with progressively increasing commissions and uncapped earnings potential after validation.

Requirements

Bachelor’s degree or equivalent work experience.
5–10 years of related industry experience.
5–10 years of supervisory experience.
Proven ability to think strategically and act tactically.
Strong organizational skills and ability to manage multiple demands and priorities.
Excellent problem-solving and problem-resolution skills.
Ability to project confidence and enthusiasm about the company.
Strong leadership and relationship-management skills.
Demonstrated collaborative teamwork.
Ability to adapt.

Responsibilities

Develop new relationships to increase revenue for the practice.
Leverage leadership and marketing teams to support large transactions and develop key prospects.
Learn the organization’s sales process and build expertise in designing, underwriting, and distributing life, disability, long-term care, and annuity products.
Maintain the prospect pipeline; track follow-up activity; and report on lead and opportunity life cycles.
Engage with advisors to understand their needs and provide tailored solutions.
Analyze feedback to improve service and client satisfaction.
Generate a steady flow of quality cases into the presale pipeline.
Identify and pursue new business opportunities in target markets.
Manage and monitor the pipeline to move cases from initial contact through closing.
Work toward targeted close rates and adjust sales tactics and advisor engagement strategies as needed.
Prepare regular reports on sales activities, market trends, and business development efforts.
Maintain accurate, current records of client interactions and sales processes.
Stay updated on products, services, and industry trends.
Educate producers and clients about the benefits and features of the company’s offerings.
Assist in developing marketing materials and sales tools.
Work with internal teams to ensure cohesive business strategies.
Suggest ideas and improvements for products and processes.
Develop and implement market-penetration and client-acquisition strategies.
Collaborate with leadership to develop and execute outreach campaigns for existing and prospective producers.
Monitor implementation of new employer-market cases with the implementation team to support smooth onboarding.
Coordinate with the Case Management team to deliver services that meet or exceed client expectations.