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Acrisure

Client Advisor

Acrisure, San Jose, California, United States, 95199

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About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by an entrepreneurial spirit, innovation, client centricity and an indomitable will to win. Job Description

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional – giving you cutting‑edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. What You’ll Do

Revenue Growth & Business Development

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. Client Acquisition & Relationship Management

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‑ 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, accurate forecasting, and disciplined deal management throughout the create–convert–close–retain cycle. Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes. Market Research & Competitive Analysis

Share insights with leadership and cross‑functional teams to help optimize product offerings, client experience, and revenue strategies. What You’ll Bring

Minimum 2 years of experience in a client‑facing, client‑advising, or business‑development role; experience in the insurance industry preferred. Property and Casualty license preferred, or ability to obtain a license upon hire. Our Ideal Candidate Will Bring

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. Compensation

The base salary range for this position is $65,000 – $100,000 annually and is eligible for commissions. The base compensation range is $60,000 – $100,000 and is based on a variety of factors including skills, experience, qualifications, location and internal equity. Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership. Why Join Us

At Acrisure, we’re building more than a business; we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future. Employee Benefits

Physical Wellness: Comprehensive medical, dental, vision, life and disability insurance; fertility benefits; wellness resources; paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; HSA and FSA options; commuter benefits; employee discount programs. Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; pet insurance coverage. … and so much more! Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.

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