Client Advisor

🔥 23 minutes ago

🌽 Illinois, New Jersey, +2 more states – Remote

🌽 Illinois – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🔔 Pennsylvania – Remote

💵 $90k - $110k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Acrisure

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2013

💸 Finance

Finance • Insurance

Acrisure is a company that provides a wide range of insurance, risk management, and financial services solutions. They offer personal insurance, mortgages, business insurance, and employee benefit services, as well as cybersecurity and managed IT resources. Acrisure is known for expanding their reinsurance capabilities internationally and has garnered recognition such as the 'Broker of the Year' award. The company is also involved in community outreach and partnerships, such as with the Pittsburgh Steelers. Acrisure is committed to delivering innovative solutions and maintaining strong industry leadership.

📋 Description

• Increase revenue by developing new relationships for our Practice • Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development • Learn organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products • Maintain prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles • Actively 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 • Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing • Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed • Prepare regular reports on sales activities, market trends, and business development efforts • Maintain accurate and up-to-date records of client interactions and sales processes • Stay updated with the latest products, services, and industry trends • Educate producers and clients on the benefits and features of the company's offerings • Assist in the development of marketing materials and sales tools • Work closely with internal teams to ensure cohesive business strategies • Encourage a culture of innovation by suggesting new ideas and improvements for products and processes • Develop and implement strategies for market penetration and client acquisition • Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects • Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding • Coordinate with the Case Management team to deliver services that meet or exceed client expectations

🎯 Requirements

• Proven ability to think strategically and act tactically • Strong organization skills/ability to manage multiple demands and priorities • Excellent problem solving/problem resolution skills • Projects confidence and enthusiasm about the company • Strong leadership and relationship management skills • Demonstrates collaborative teamwork • Ability to adapt • Ability to travel up to 25% • Bachelor’s degree or equivalent work experience • 7+ years of related industry experience • Active Life & Health license

🏖️ Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance • Life and disability insurance • Fertility benefits • Wellness resources • Paid sick time • Generous paid time off and holidays • Employee Assistance Program (EAP) • Complimentary Calm app subscription • Immediate vesting in a 401(k) plan • Health Savings Account (HSA) and Flexible Spending Account (FSA) options • Commuter benefits • Employee discount programs • Paid maternity leave and paid paternity leave (including for adoptive parents) • Legal plan options • Pet insurance coverage