Client Advisor

About Acrisure

Global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Location‑flexible: the cities listed are primary target cities. Applicants from additional locations will be considered.

The Sales Manager is a dynamic and pivotal role in driving the company’s growth and maintaining client satisfaction. This role demands a deep understanding of client needs and industry trends, coupled with the ability to develop and maintain robust client relationships.

A Sales Manager at Acrisure is not just a salesperson but a trusted advisor who engages actively with advisors, nurtures long‑term relationships, and drives business development. They are expected to be highly skilled in navigating complex situations, leveraging technology, and adapting their strategies to meet the ever‑evolving demands of the market and our clients. Through effective communication, resilience, and resourcefulness, our Sales Managers ensure the successful sale of life, disability, annuity, long‑term care, and employer market cases and maintain a healthy pipeline of business opportunities.

• Increase revenue by developing new relationships for our Practice.
• Leverage our leadership and marketing teams by way of integration for large transactions and key prospect development.
• Learn the organizational sales process by working closely with team members to establish expertise in designing, underwriting, and distributing life, disability, long‑term care, and annuity products.
• Maintain prospect pipeline, track follow‑up activity, and report on lead and opportunity life cycles.
• Actively engage with advisors to understand their needs and provide tailored solutions.
• Analyze feedback to improve service and client satisfaction.

• Generate a steady flow of quality cases into the presale pipeline.
• Identify and pursue new business opportunities in target markets.
• Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing.
• Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed.
• Prepare regular reports on sales activities, market trends, and business development efforts.
• Maintain accurate and up-to-date records of client interactions and sales processes.

• Stay updated with the latest products, services, and industry trends.
• Educate producers and clients on the benefits and features of the company's offerings.
• Assist in the development of marketing materials and sales tools.

• Work closely with internal teams to ensure cohesive business strategies.
• Encourage a culture of innovation by suggesting new ideas and improvements for products and processes.
• Develop and implement strategies for market penetration and client acquisition.
• Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects.
• Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding.
• Coordinate with the Case Management team to deliver services that meet or exceed client expectations.

• Recruit resources (people, material, support) to get things done.
• Orchestrate multiple activities simultaneously to accomplish a goal.
• Communicate effectively.
• Consistently achieve results, even under challenging circumstances.
• Have a strong bottom‑line orientation.
• Relate openly and comfortably with diverse groups of people.
• Use compelling arguments to…