Offres d'emploi
Trouvez des postes près de chez vous, sur site, hybrides ou à distance.- Emplois similaires à : Client Advisor - Fort Worth
Personal Lines High Net Worth Client Advisor
AcrisureUnited StatesPersonal Lines High Net Worth Client AdvisorA global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cuttin
Retirement Client Advisor
UMBDallasRetirement Client AdvisorThe Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for n
J.P. Morgan Wealth Management - Private Client Advisor - Fort Bend, TX and surrounding areas
JPMorgan ChaseHoustonPrivate Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while mai
Remote Insurance Sales & Client Advisor
Unlock Potential 360Hilton Head IslandUnlock Potential 360 seeks a remote Insurance Sales Representative to assist clients with coverage options. In this client-facing role, you will reach out to clients who have expressed interest, helpi
Sales & Leasing Consultant - Client Advisor
Kahlig Auto GroupSan JuanSales & Leasing Consultant - Client Advisor Lexus Certified Sales Consultant Working at North Park Lexus RGV is about creating amazing guest experiences for every guest. We are in the relationship bus
Fashion Retail Sales & Client Advisor
brobstongroup.com - JobboardCharlotteThe brobstongroup.com Jobboard is seeking a Sales & Client Advisor in Charlotte, NC. This role supports the Store Director by managing daily operations, ensuring opening and closing procedures are fol
Jewelry Sales & Client Relationships Advisor
060 SAKS & CO LLCHouston060 SAKS & CO LLC in Houston seeks a Selling Advisor to provide exceptional customer service and build strong client relationships. You will be responsible for exceeding sales goals, developing a clie
Remote Insurance Sales Advisor - Client Growth
Unlock Potential 360Garden CityUnlock Potential 360 is seeking an Insurance Sales Representative for a remote role based in Garden City, Idaho. This client-facing position focuses on helping individuals and families understand and
BOTTEGA VENETA Client Advisor, San Francisco
KeringSan FranciscoClient AdvisorBottega Veneta inspiring individuality with innovative craftmanship since 1966. Creativity lies at the heart of all that we do. Born in Vicenza the house is rooted in Italian culture yet
Commercial Lines Sales Executive | Client Advisor
World Insurance Associates LLCTampaWorld Insurance Associates, LLC. is looking for a Commercial Lines Sales Executive (Client Advisor) who will focus on identifying and closing new commercial clients. This role leverages a vast array o
Remote Insurance Sales Advisor - Client Solutions
Unlock Potential 360WaukonUnlock Potential 360 is looking for an Insurance Sales Representative to work remotely with individuals and families seeking coverage options. You'll reach out to clients, review their needs, and assi
Luxury Sales Advisor: Elevate Client Experiences
Saks Fifth AvenueNaplesSaks Fifth Avenue in Naples, Florida is seeking a Selling Advisor to provide exceptional customer service while developing lasting client relationships. This role requires a passion for fashion, a sol
Work From Home - Client Benefits Advisor
AOGarciaWillistonRethink Your CareerIf you're driven but stuck in a system that rewards time instead of performance, it's time to rethink things.This opportunity is for individuals who want to take ownership of their
Remote Insurance Sales Advisor | Client Solutions
Unlock Potential 360DemingUnlock Potential 360 is seeking a Remote Insurance Sales Representative in Deming, New Mexico to assist individuals and families in selecting appropriate financial protection solutions. The role focus
Remote Insurance Sales Advisor - Client Solutions
Unlock Potential 360FairmontUnlock Potential 360 is seeking a remote Insurance Sales Representative to assist individuals and families in understanding coverage options. This role involves reaching out to clients, reviewing thei
SAINT LAURENT Client Advisor Miami Design District
KeringMiamiClient AdvisorWe are currently seeking a Client Advisor to join our dynamic boutique team.The Client Advisor contributes actively to the store sales and key indicators achievement. They provide a uniq
Jewelry Sales Advisor: Luxury Brand & Client Experience
Saks GlobalNaplesSaks Global is seeking a Selling Advisor to join their dynamic team in Naples, Florida. The ideal candidate will excel in providing exceptional customer service and developing long-lasting client rela
Remote Insurance Sales Advisor - Client-Focused Growth
Unlock Potential 360Fairfield BayUnlock Potential 360 is seeking a remote Insurance Sales Representative in Fairfield Bay, Arkansas, who will work with clients looking for coverage options. This role entails reaching out to potential
Advanced Client Data Solutions Senior Tech & Analytics Advisor
K L McKinney ConsultingMinneapolisAdvanced Client Data Solutions Senior Tech & Analytics Advisor Location: Remote (Minneapolis, MN) – Candidate must be based in the United States. Hybrid schedule of 1–2 days per week in office preferr
Lux Optical Sales Advisor | Trendy Eyewear & Client Focus
Oliver PeoplesAspenOliver Peoples is seeking a Retail Sales Associate in Aspen, Colorado. You will provide exceptional customer service, build relationships with clients, and achieve sales targets through effective upse
Remote Insurance Sales Advisor — Build Client-for-Life Relationships
Unlock Potential 360StarkvilleUnlock Potential 360 in Starkville, United States, is seeking a remote Insurance Sales Representative to support individuals and families looking for coverage options. This client-facing role emphasiz
J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach)
ChaseDuartePrivate Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while mai
Senior Home Lending Advisor - Fort Lauderdale, FL
ChaseHollywoodSenior Home Lending AdvisorJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good u
J.P. Morgan Wealth Management Private Client Advisor - Saint Louis, MO (West County Area)
JPMorgan ChaseBallwinPrivate Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while mai
J.P. Morgan Wealth Management Private Client Advisor - San Antonio and Fredericksburg, TX and surrounding areas
JPMorgan ChaseFredericksburgPrivate Client Advisor In Chase Wealth ManagementAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary
À propos
A 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.
Job Summary:Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines High Net Worth Client Advisor is a performance driven individual that delivers "white gloves" service and advisory strategies to affluent and ultra-high-net-worth clients, focusing on reducing insurance dependency and boosting performance. This is accomplished primarily through face-to-face meetings with key clients and HNW prospects. This is a high-income, competitive sales position, with the clear objective of always exceeding the quota. To accomplish this, the Personal Lines High Net Worth Client Advisor must be able to prioritize target accounts and develop a clear understanding of a client's insurance needs. Then using consultative-selling techniques, the Personal Lines High Net Worth Client Advisor will present a proposal for implementing the appropriate solution(s) to solve these needs.
This role manages a book of complex personal insurance accounts, provides technical guidance on risk mitigation, and serves as an expert-level relationship builder.
Responsibilities:- Develops a lead generation plan for obtaining new clients.
- Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn, etc.
- Engages in the discovery process for all sales opportunities to understand the top needs of the prospect.
- Acts as a subject matter expert for clients through proactively providing insight into industry trends, solutions and business advice.
- Develops comprehensive, professional presentations for each target client. All created presentations will be the result of swarming key business problems/pain points relative to the customer with cross-disciplinary experts.
- Assists in the coordination of developing client proposals and provides guidance and market intelligence for the development of the proposals. This includes engaging the service team at the appropriate time to have a finished proposal that meets or exceeds the standards necessary to provide a clear and specific solution for the client.
- Learns and fully utilizes agency's sales tracking technology to forecast sales, report pipeline progress and maintain up-to-date activity reports. Forecasting should be accurate and reporting information should be updated timely.
- Serves as the primary point of contact for an assigned book of HNW Personal Insurance clients
- Maintains high standards for delivering proactive, concierge-level service and communication to clients
- Coordinate client onboarding: risk assessments, data collection, property inspections, and coverage strategy
- Prepare, re-market, and negotiate renewals and new business with HNW carriers
- Analyzes complex exposures including multi-state homes, high-value autos and collector cards, valuable articles, domestic employees, trusts, LLCs, and family office structures
- Keeps track of sales successes and efforts.
Required Qualifications
- Must have strong sales abilities as well as relationship building abilities.
- Must have the ability to maintain professionalism in a virtual or in-person work environment.
- Experience engaging and building relationships with HNW clientele
- Willingness to participate in self-development or technical classes.
- Must be comfortable in an electronic environment with strong computer skills.
- Strong working knowledge of Microsoft Office Products.
- Excellent verbal and written communication skills.
- Excellent people skills and ability to work well in a team environment.
- Strong organizational skills.
Preferred Qualifications
- Prior experience working with HNW carriers such as Chubb, PURE, AIG PCG, Vault, Cincinnati, Berkley One.
- Experience managing HNW accounts including trusts, LCs, and multi-state households
- Understanding of catastrophe exposure (wildfire, hurricane, flood) and mitigation recommendations
- Familiarity with risk consulting, mitigation vendors, and inspection requirements
Education and Experience:
- Bachelor's degree in business or related field of study or equivalent combination of education and experience required.
- 3-5+ years' experience in Personal Lines insurance (preferably with HNW client exposure). This experience must include a strong understanding of high-value home, auto, umbrella, and valuables insurance.
- Current Insurance License (Property & Casualty).
- Ability to work toward professional designation.
- Competitive compensation
- Generous vacation policy, paid holidays, and paid sick time
- Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)
- Company-paid Short-Term and Long-Term Disability Insurance
- Company-paid Group Life insurance
- Company-paid Employee Assistance Program (EAP) and Calm App subscription
- Employee-paid Pet Insurance and optional supplemental insurance coverage
- Vested 401(k) with company match and financial wellness programs
- Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options
- Paid maternity leave, paid paternity leave, and fertility benefits
- Career growth and learning opportunities
- and so much more!
Performance-Driven Compensation Model:
Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.
Progressive Commission Structure:
As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.
Uncapped Earnings Potential:
Once fully validated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results.
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.
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.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
- and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
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.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Compétences linguistiques
- English
Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.