Offres d'emploi
Trouvez des postes près de chez vous, sur site, hybrides ou à distance.- Emplois similaires à : Client Advisor
Client Advisor
AcrisureSan JoseClient AdvisorAcrisure 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
Client Advisor
Hendrick Automotive GroupDurhamJob TitleSells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Essential Duties and Responsibilities Include The Following:Meets dealership sales goals.Greets
Client Advisor
GallagherSwindonIntroduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pur
Commercial Lines Client Advisor
BucknerRexburgCommercial Lines Client AdvisorPosition Title: Commercial Lines Client AdvisorReports To: Idaho Division LeadLocation: Rexburg or Idaho FallsWhat We Offer:Comprehensive Health Coverage: Medical, denta
Service Drive Client Advisor
BMW of PittsburghPittsburghService Drive Client AdvisorWe're looking for a personable, driven professional to join our team as a Service Drive Client Advisora unique role that connects our Service and Sales experiences.This pos
Sales and Finance Client Advisor
Thomas Automotive FamilyUnited StatesAll Things Automotive Sales And Finance Client Advisor (CA)The All Things Automotive Sales and Finance Client Advisor (CA) is a dynamic professional salesperson who is directly responsible for deliver
Client Services Advisor (Destinations)
Travel With LaniChesterfieldAbout the job Client Services Advisor (Destinations) We are hiring Client Services Advisors (Destinations) to ensure clients have seamless travel experiences. This is a remote role with training and c
Client Services Advisor WFH
AO Globe LifeLas VegasAO Globe Life is expanding and seeking motivated, service-driven professionals to join our fully remote team. This opportunity is ideal for recent or soon-to-be graduates in business, marketing, commu
PT Client Advisor - Atlanta Phipps
Tiffany & Co.AtlantaTiffany Client AdvisorWe expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of
Remote Client Advisor – Financial Wellness
AO Garcia AgencyArlingtonAO Garcia Agency is offering a rewarding career opportunity in Arlington, Texas, for individuals passionate about securing families' financial well-being. Engage in virtual consultations with clients,
Senior Associate, Institutional Client Advisor
NeubergerNew YorkThe Senior Associate, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the South-Central Unit
Vice President & Client Advisor (Remote)
Sanctuary Wealth GroupNew YorkAll Jobs > Vice President & Client Advisor (Remote)Fully Remote • Remote - United StatesDescription Employment Type: Full-Time | ExemptReports To: Founder / OwnerHours: 8am-5pm ETAbout Seven Mile Advi
Senior Private Client Insurance Advisor (Remote)
NFP CorpLos AngelesNFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client
Client Advisor - Global Insurance Broker (Hybrid working)
IrishJobsDublinWe are seeking a talented qualified insurance individual to join our Enterprise Business team at Marsh. The Enterprise Team is a large team of Brokers who offer cover for Electrical Contractors, Commi
Remote Bilingual Client Advisor — Fast-Track to Leadership
Global Elite TexasDurhamGlobal Elite Texas is seeking a Bilingual Client Services Representative to join their team. This is a fully remote position requiring proficiency in both Spanish and English, where you will have the
Remote Travel Advisor — Flexible Schedule & Client Focus
DeparturetravelsPhoenixDeparture Travel is seeking a Remote Travel Advisor to join their team. This role involves guiding clients through the travel planning process and providing exceptional customer service. Ideal candida
Remote Travel Advisor — Flexible Schedule & Client Focus
DeparturetravelsOrlandoDeparture Travel is seeking a Remote Travel Advisor to support clients through their travel planning journey. This position allows you to work from anywhere, offering a flexible schedule to meet your
Asset Management - External Retirement Plan Client Advisor South West Region – Vice President
JPMorgan Chase & Co.PlanoJP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 trillion in assets under management. Our Retirement Americas, Client business provides high quality investment management, and em
Travel Advisor
LuxDestinationbjSan DiegoIf you are searching for your next adventure in your professional life, we may have the perfect position for you as a remote travel agent on our team. Our travel agents help make our customers' dream
Travel Sales Advisor
Live the Dash TravelSan DiegoWe are seeking a motivated and results-drivenTravel Sales Advisorto join our remote team. In this role, you will connect with clients to understand their travel desires and guide them through the book
Sales Advisor
DecathlonKerkradeBen jij een sportliefhebber die klanten graag helpt bij het vinden van de perfecte sportartikelen? Bij Decathlon krijg je de kans om je passie voor sport te delen en jezelf te ontwikkelen in een dynam
Service Advisor
RML AutomotiveOlatheService AdvisorWe are looking for a competent, friendly service advisor to join our automotive team. In this role, you will act as the point of contact for our automotive customers, initially greeting
Multilingual Lending Advisor
OneMain FinancialCranfordAt OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members th
Multilingual Lending Advisor
OneMain FinancialBoulder CityAt OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members th
Multilingual Lending Advisor
OneMain FinancialIndian SpringsAt OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members th
Client Advisor
- San Jose, Arizona, United States
- San Jose, Arizona, United States
À propos
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.
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:
- 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 createconvertcloseretain 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 sales, client facing, client advising, or business development role.
- Experience in the insurance industry preferred.
- Property and Casualty license or Life & Health 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.
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.
Pay Details:
The base compensation range for this position is $71,304 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to 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.
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.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Compétences linguistiques
- English
Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.