Life & Disability Client Advisor

Acrisure•Parsippany, NJ

3d•Hybrid

About The Position

The Sales Manager is a dynamic role responsible for driving growth and maintaining client satisfaction within Wholesure’s Life & Disability Practice. The role develops and maintains client and advisor relationships, identifies business opportunities, and supports the sale of life, disability, annuity, long-term care, and employer-market cases. The Sales Manager serves as a trusted advisor, understands client needs and industry trends, and adapts sales strategies to changing market demands. The position works with leadership, marketing, case management, implementation, and other internal teams to support transactions, onboarding, and client service. It reports to the Vice President of External Sales. The role develops new relationships, generates quality cases for the presale pipeline, manages opportunities from initial contact through closing, and monitors sales activity and results. It also keeps current on products and industry trends, educates producers and clients, supports marketing materials and sales tools, and contributes ideas for improved products and processes. The position is full-time, Monday through Friday, 8:30 a.m. to 5 p.m., with possible additional hours and weekend work, and may require up to 25% travel. The position may be performed with a hybrid work option, but candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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 about the company.
Strong leadership and relationship-management skills.
Ability to demonstrate collaborative teamwork.
Ability to adapt.
Position may require additional hours and/or weekend work.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Responsibilities

Increase revenue by developing new relationships for the practice.
Leverage leadership and marketing teams for large transactions and key prospect development.
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 support 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 about the benefits and features of the company’s offerings.
Assist with developing marketing materials and sales tools.
Work with internal teams to support cohesive business strategies.
Suggest ideas and improvements for products and processes.
Develop and implement market penetration and client acquisition strategies.
Collaborate with leadership on marketing needs 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.
Recruit resources, coordinate multiple activities, communicate effectively, and gain support and commitment from others.
Travel up to 25% as needed.

Benefits

Competitive compensation.
Industry-leading healthcare.
Savings and investments.
Charitable giving programs.
Hybrid work option.
Opportunities for growth.
Parental leave.
Generous time away.
Comprehensive medical insurance.
Dental insurance.
Vision insurance.
Life and disability insurance.
Fertility benefits.
Wellness resources.
Paid sick time.
Paid time off and holidays.
Employee Assistance Program (EAP).
Complimentary Calm app subscription.
401(k) plan with immediate vesting.
Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
Commuter benefits.
Employee discount programs.
Paid maternity leave.
Paid paternity leave, including for adoptive parents.
Legal plan options.
Pet insurance coverage. Eligibility, waiting periods, and benefits may vary by subsidiary entity and geographic location.