Employee Benefits Client Advisor

• Achieveannualobjectivesestablishedin your sales plan by building a qualified pipeline, converting leadstorevenue-generating opportunities, and consistently meeting or exceeding quota.

• Develop and execute strategic growth plans,leveragingdata-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.

• Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management

• Serve as a trusted advisor by developing deep client relationships,providing a consultative sales approach whileunderstanding unique business challenges, and delivering holistic solutions that drive long-term value.

• Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, andidentifyupselland cross-sell opportunities.

• Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

Sales Process & Cadence Discipline

• Follow structured sales cadences to ensure consistent pipeline progression,accurateforecasting, and disciplined deal management throughout the create–convert–close–retaincycle.

• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations tooptimizeoutcomes.

Market Research & Competitive Analysis

• Stay ahead of industry and market trends, using analytics platforms and sales enablement tools toidentifyopportunities, track competitor activity, and refine positioning.

• Share insights with leadership and cross-functional teams to helpoptimizeproduct offerings, client experience, and revenue strategies.

WhatYou’llBring:

• Minimum 2 years of experience ina client facing,client advising, or business development rolerequiredwith experience in the insuranceindustry preferred.

• Property and Casualty license preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:

• Experience with market expansion,leveragingtechnology to enter newmarketsor enhance sales efforts in existing markets.

• Proventrack recordof obtaining new clients and/or new revenue growth in the industry with a focus onutilizingtechnology and tech platforms.

• Demonstrated technology skills,including experienceusing CRM and AI applications.

Performance-Driven Compensation Model

Initial Training & Validation Period:New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.

Progressive Commission Structure:

As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.

Uncapped Earnings Potential:

Once fullyvalidated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results.