Life & Disability Client Advisor

Acrisure JMA Insurance Agency, LLC•Los Angeles, CA

4d•Onsite

About The Position

The Sales Manager in Acrisure’s Wholesure Life & Disability Practice drives revenue growth and client satisfaction by developing new relationships, engaging with advisors, and delivering tailored solutions. The role involves selling life, disability, annuity, long-term care, and employer-market cases while building and maintaining a healthy pipeline of business opportunities. The Sales Manager works with leadership, marketing, implementation, and case management teams to develop prospects, support transactions, and ensure a strong client experience. The position requires a strong understanding of client needs and industry trends, effective communication and relationship management, and the ability to manage complex situations, multiple priorities, and setbacks. The Sales Manager maintains accurate records and reports on pipeline activity, sales performance, market trends, and business development. The position is expected to be performed with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Compensation includes a supported initial training and validation phase, progressive commission steps as performance benchmarks are achieved, and primarily performance-based compensation after full validation. The stated base compensation range is $100,000–$100,000, with placement based on factors including skills, experience, qualifications, location, and internal equity.

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.
Confidence and enthusiasm when representing the company.
Strong leadership and relationship-management skills.
Collaborative teamwork.
Ability to adapt.
Ability to recruit resources, including people, materials, and support, to accomplish goals.
Ability to coordinate multiple activities simultaneously.
Effective communication skills.
Ability to achieve results under challenging circumstances.
Strong bottom-line orientation.
Ability to relate openly and comfortably with diverse groups of people.
Ability to use compelling arguments to gain others’ support and commitment.

Responsibilities

Develop new relationships to increase revenue for the practice.
Leverage leadership and marketing teams to support large transactions and key prospect development.
Learn the organization’s sales process and develop 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, up-to-date records of client interactions and sales processes.
Stay informed about products, services, and industry trends.
Educate producers and clients on the benefits and features of company offerings.
Assist in developing marketing materials and sales tools.
Work with internal teams to support cohesive business strategies and suggest product or process improvements.
Develop and implement strategies for market penetration and client acquisition.
Collaborate with leadership to create 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 meet or exceed client expectations.