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
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business
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
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning

Minimum 5+ years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred
2+ years of employee benefits experience in an agency/broker setting
Life & Health 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

Employee Benefits Client Advisor

Key skills