Client Advisor - Construction
About the role
The most successful sales professionals today are data-driven consultants - blending human connections with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.
Responsibilities
- 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.
- 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.
- 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.
- 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.
Requirements
- 3+ years' experience in a client facing, client advising, or business development role required with experience in the insurance industry.
- Active Property and Casualty license in California.
Qualifications
- Experience with market expansion, leveraging technology to enter new markets, or enhancing 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.
Skills
- Data-driven consulting skills.
- CRM and AI application proficiency.
- Strategic planning and execution.
- Client relationship management.
- Market research and competitive analysis.
Benefits
- Paid time off and holidays.
- Employee Assistance Program (EAP).
- Complimentary Calm app subscription.
- Health savings account (HSA) and flexible spending account (FSA) options.
- Commuter benefits.
- Employee discount programs.
Pay
The base compensation range for this position is $70,000 - $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.
Schedule
Our ideal candidate will bring experience with market expansion, leveraging technology to enter new markets, or enhancing 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.