Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle.
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.

Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
Property and Casualty license preferred, or ability to obtain license upon hire.
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.

Competitive compensation including commission on new business, renewals, and cross-sell opportunities.
Flexible vacation policy and paid holidays, plus paid sick time off.
Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term), Pet Insurance.
Employee-paid supplemental insurance options.
Company-paid group life insurance.
Employee Assistance Program (EAP) and Calm App subscription.
Vested 401(k) with company match and financial wellness programs.
FSA, HSA and commuter benefits options.
Paid maternity leave, paid paternity leave, and fertility benefits.
Career growth and learning.

Commercial Insurance Client Advisor

Key skills