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Employee Benefits Client Advisor
Acrisure. Achieve annual sales-plan objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and meeting or exceeding quota .
Posted 9/29/2026full-timeEnglewood • Colorado • United StatesJuniorMid-Level💰 $70,000 - $125,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales, client relationship management, and strategic growth planning using data-driven insights and technology. Proficient in leveraging CRM systems and AI applications to enhance sales efforts and drive revenue growth.
Highest-signal resume keywords
Client Relationship ManagementConsultative Sales ApproachCRM UtilizationData-Driven Strategic PlanningProperty and Casualty License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline DevelopmentRevenue Growth StrategiesMarket Expansion TechniquesPredictive AnalyticsLead Conversion
Soft Skills
CollaborationCommunicationNetworkingConsultative Selling
Tools & Technologies
CRM PlatformsAI ApplicationsEngagement Platforms
Certifications & Qualifications
Property and Casualty License
Industry Keywords
Insurance IndustryClient-Facing ExperienceBusiness DevelopmentMarket TrendsCompetitor Activity
About the role
Key responsibilities & impact- Achieve annual sales-plan objectives by building a qualified pipeline, converting leads to revenue-generating opportunities, and meeting or exceeding quota
- Develop and execute strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools
- Partner with service teams and marketing specialists to deliver comprehensive proposals and tailored solutions
- Develop deep client relationships and provide a consultative sales approach
- Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities
- Build external networks and promote Acrisure within the community
- Follow structured sales cadences across the create–convert–close–retain cycle
- Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
- Research industry and market trends, identify opportunities, track competitor activity, and refine positioning
- Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies
Requirements
What you’ll need- Minimum 2 years of experience in a client-facing, client advising, or business development role required
- Experience in the insurance industry preferred
- Property and Casualty license preferred, or ability to obtain license upon hire
- 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
- Experience utilizing technology and tech platforms
- Demonstrated technology skills, including experience using CRM and AI applications
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership