Acrisure is seeking a Client Advisor to join our growing team. A Client Advisor is a performance driven individual that delivers insurance, benefits, and advisory strategies to medium size companies to large fortune 500 companies that focuses on reducing insurance dependency and boosting performance. This is a high-income, competitive sales position, with the clear objective of always exceeding the quota.
Requirements
- Develops a lead generation plan for obtaining new clients
- Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
- Engages in the discovery process for all sales opportunities to understand the top needs of the prospect
- Acts as a subject matter expert for clients through proactively providing insight on industry trends, solutions and business advice
- Develops comprehensive, professional presentations for each target customer
- Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals
- Learns and fully utilizes agency’s sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports
- Keeps track of sales successes and efforts
Benefits
- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- 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