Talent.com
Client Advisor
Client AdvisorAcrisure • Wayne, PA, United States
Client Advisor

Client Advisor

Acrisure • Wayne, PA, United States
4 hours ago
Job type
  • Full-time
Job description

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 our entrepreneurial spirit and all that comes with it : innovation, client centricity and an indomitable will to win.

Your Next Chapter :

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.

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

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-sell 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

  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
  • 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 required with experience in the insurance industry preferred.
  • Property and Casualty license preferred, or ability to obtain 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.
  • Why Join Us :

    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
  • …and so much more!
  • Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

    Candidates should be comfortable with an on-site presence within their division to support collaboration, team leadership, and cross-functional partnership.

    Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

    If you’re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.

    Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at .

    To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

    Create a job alert for this search

    Client Advisor • Wayne, PA, United States

    Related jobs
    Travel Clinic Physical Therapist

    Travel Clinic Physical Therapist

    Ascentia Staffing • Sewell, NJ, US
    Full-time
    Ascentia Staffing is seeking a travel Clinic Physical Therapist for a travel job in Sewell, New Jersey.Job Description & Requirements. A Travel Physical Therapist is needed in Sewell, NJ.This Ph...Show more
    Last updated: 30+ days ago • Promoted
    ABA Specialist

    ABA Specialist

    Bancroft • Woodstown, NJ, United States
    Full-time
    Bancroft is a leading service-provider for children and adults with autism, other intellectual or developmental disabilities or those in need of neurological rehabilitation.We provide a full contin...Show more
    Last updated: 30+ days ago • Promoted
    Remote Client Service Specialist (Sales and Related)

    Remote Client Service Specialist (Sales and Related)

    Altec Industries, Inc. • Philadelphia, PA, US
    Remote
    Full-time
    Must be a US Resident and eligible to work legally in the US to be considered • •.Our company has moved to 100% virtual, work-from-home positions. This position allows you to earn an incredible living...Show more
    Last updated: 19 days ago • Promoted
    Financial Advisor 2717

    Financial Advisor 2717

    New York Life • Bala Cynwyd, PA, US
    Full-time
    Financial Professionals help clients identify and achieve their financial goals.We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financia...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Horace Mann • Westville, NJ, United States
    Full-time
    BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branch...Show more
    Last updated: 15 days ago • Promoted
    Manager, Pharmacovigilance Special Consulting Services

    Manager, Pharmacovigilance Special Consulting Services

    AmerisourceBergen Corporation (Cencora) • West Deptford, NJ, United States
    Full-time
    Our team members are at the heart of everything we do.At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on ...Show more
    Last updated: 26 days ago • Promoted
    Divisional Risk Advisor, Senior Specialist

    Divisional Risk Advisor, Senior Specialist

    Vanguard • Malvern, PA, US
    Full-time
    We are seeking a strategic and experienced Senior Risk Advisor within the Financial Advisor Services division to support the Sales and Distribution Strategy and Enablement organizations, with a str...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmper • Philadelphia, PA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Service Writer / Advisor

    Service Writer / Advisor

    Spanial's Service Center • Hatfield, PA, US
    Full-time
    Our shop is growing, and we are looking to hire a service writer with excellent sales and customer service skills to join our team! We offer competitive pay, training and growth opportunities and a...Show more
    Last updated: 30+ days ago • Promoted
    PWM Registered Client Service Associate

    PWM Registered Client Service Associate

    Morgan Stanley • Conshohocken, PA, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...Show more
    Last updated: 30+ days ago • Promoted
    PWM Client Service Associate

    PWM Client Service Associate

    Morgan Stanley • Conshohocken, PA, US
    Full-time
    Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and gr...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Analyst

    Client Relationship Analyst

    Morgan Stanley • Conshohocken, PA, US
    Full-time
    Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development ...Show more
    Last updated: 12 days ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    M&T Bank • Wilmington, DE, US
    Full-time
    Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the d...Show more
    Last updated: 30+ days ago • Promoted
    Senior Client Service Associate

    Senior Client Service Associate

    Jobot • Lower Makefield Township, PA, US
    Permanent
    This Jobot Job is hosted by : Billy Mewton.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $90,000 - $105,000 per year.Our client, a well-establis...Show more
    Last updated: 30+ days ago • Promoted
    Certified Financial Advisor

    Certified Financial Advisor

    The Vanguard Group • Malvern, Pennsylvania, USA
    Full-time
    Join Vanguard as a Certified Financial Advisor in Malvern PA.Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution Vanguard is seeking Cert...Show more
    Last updated: 13 days ago • Promoted
    Consumer & Community Bank Corporate Development, Integrations, Associate

    Consumer & Community Bank Corporate Development, Integrations, Associate

    JPMorganChase • Wilmington, Delaware, USA
    Full-time
    The Corporate Development team at JP Morgan Chase is broadly responsible for strategic partnerships acquisitions and investments across the firms consumer lines of business including the Consumer ...Show more
    Last updated: 21 hours ago • Promoted • New!
    Registered Client Service Associate

    Registered Client Service Associate

    Morgan Stanley • Blue Bell, PA, US
    Full-time
    Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...Show more
    Last updated: 13 days ago • Promoted
    Associate Bank Financial Advisor

    Associate Bank Financial Advisor

    Wells Fargo • Sicklerville, NJ, United States
    Full-time
    Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wells...Show more
    Last updated: 3 days ago • Promoted