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

• 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 consultative sales advice
• 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 throughout 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 market opportunities
• Share insights with leadership and cross-functional teams to optimize offerings, client experience, and revenue strategies

• Facilitate closing new business opportunities for FSA, HSA, LSA, HRA, and COBRA
• Work with outside and inside sales Account Executives to follow up on leads
• Meet the needs and requests of brokers and employers
• Respond to broker and employer queries in a timely manner
• Perform needs analysis with prospective clients in TPA and related systems
• Conduct product demonstrations using messaging techniques to establish buyer connection and complete sales
• Present TPA strategies and business solutions to increase sales performance
• Respond to Account Executive/CCC product-related questions
• Communicate solutions regarding Paylocity products, processes, and timelines
• Train internal partners on TPA products and assist with talk tracks to uncover leads
• Facilitate feedback to departments regarding client needs, operational needs, business opportunities, product features, and marketing/sales programs
• Recommend creative selling and product positioning techniques using market, product, and competitive knowledge
• Respond to functional and technical elements of RFIs/RFPs
• Maintain existing client and broker relationships

Benefits Advisor jobs in United States

Employee Benefits Client Advisor

Employee Benefits Client Advisor

Employee Benefits Client Advisor

Benefits Technologies Advisor