Advisor

• Achieve annual sales 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 through 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 through the create–convert–close–retain cycle
• Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning
• Monitor industry and market trends, competitor activity, and positioning using analytics and sales enablement tools
• Share insights with leadership and cross-functional teams to optimize product offerings, client experience, and revenue strategies

Commercial Lines Client Advisor

• Implement complex new products and services for clients
• Analyze requirements and gather deliverables for implementation and ongoing relationship management
• Maintain client-specific procedures as needed
• Provide sales or consultative support to prospects or clients in select deals
• Identify outside sales opportunities using industry and PNC product/solution knowledge
• Consult with clients and service partners to gather and use data for client-specific product/service information
• Act as project manager and coordinate implementation work performed by others
• Analyze, assess, and document client requirements
• Identify customization needs and work with service partners to make decisions and implement solutions
• Manage multiple complex implementations simultaneously
• Facilitate and coordinate internal and external stakeholder meetings
• Create and maintain project documentation and progress reports
• Serve as an escalation point and independently resolve implementation and production support challenges
• Drive development of necessary solutions and ensure positive ongoing client experiences
• Serve as a team subject matter expert
• Coach staff, Sales, and clients when needed
• Lead team communications and meetings and coordinate workflows
• Participate in special projects and initiatives
• Develop and maintain training materials and provide training to service partners and clients as needed

Client Solution Advisor

• Retain and grow medium to large size high net worth client relationships
• Build a team of Banking, Trust and Investment professionals around clients
• Meet and exceed client needs
• Handle complex wealth and relationship management issues
• Provide counsel and expert advice across all areas of Wealth Management

Advisor jobs in Washington

Commercial Lines Client Advisor

Client Solution Advisor

Senior Private Wealth Advisor