Benefits 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 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 for pipeline progression, forecasting, and deal management
• 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

Employee Benefits Client Advisor

• 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