![Acrisure LLC](https://media.trabajo.org/img/noimg.jpg)
Client Advisor
2 months ago
Agency/Platform: Mid-Atlantic Platform
Location: Wayne, PA
About Acrisure:
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Job Summary:
As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure's footprint within the insurance marketplace as well as leveraging other Acrisure partnerships to maximize revenue.
Primary Responsibilities:
Revenue Generation
- Achieve annual objectives established in sales plan by acquiring new clients, building a robust pipeline, and converting leads into revenue-generating opportunities.
- Develop sales plan to achieve sales budget with New Client Growth Plans/Strategies.
- Develop list of prospects for new business from identified target groups.
- Contact and qualify prospective clients for the purpose of examining current coverage and determining financial services and insurance needs.
- Constantly work to increase hit ratio and closing ratio
- Collect detailed risk management and underwriting information including survey data and loss history.
- Develop and deliver formal proposals for all offers of financial services and insurance.
- Collaborate with the service team and new business marketing teams to ensure complete company submissions and account service, including claims issues.
- Anticipate future needs for established clientele to renew and increaser revenue on each account with total client selling in mind
- Maintain production reports and attend all sales meetings as required, taking advantage of all resources available.
- Develop and nurture strategic client relationships, serving as a trusted advisor and understanding their unique needs and challenges.
- Collaborate with clients to identify growth opportunities, tailor solutions, and upsell additional services to drive revenue expansion with a holistic approach.
- Ensure high levels of client satisfaction and maintain a strong customer retention rate by delivering exceptional service and support.
- Develop positive working relationships while working professionally with others internally and externally.
- Promote Acrisure within the community.
- Achieve product growth objectives per client.
- Meeting sales quotas and develop strategies to achieve and exceed targets.
- Achieve established key performance indicators (KPIs), and sales goals.
- Regularly track, analyze, and report on sales performance, revenue metrics, and market trends while sharing with your direct report and leadership.
- Provide proactive insight to management to optimize revenue growth strategies.
- Provide consistent updates to leadership with sales forecasts and pipeline management as detailed in the sales plan.
- Stay up-to-date with industry trends, market dynamics, and competitor activities.
- Stay up-to-date with opportunities, threats, and emerging trends that impact revenue growth.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Self-motivated and driven.
- Must be able to travel to Acrisure offices, client offices and events as needed.
- Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
- Applied EPIC or similar agency management software experience preferred.
- Work as a team with other staff members to achieve production and agency goals.
- Perform other specific duties and projects as assigned by agency management.
- Bachelors' degree in a related field, such as business administration, marketing or finance preferred.
- Minimum 2 years experience in production within the industry insurance, preferred
- Experience in financial services business and/or insurance industry
- Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
- Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
- Life and health license, required
- Demonstrated administrative computing skills, including Microsoft Office 365 (Word, Excel, Teams, and Power Point)
- Applied EPIC or similar agency management software experience preferred.
- Work as a team with other staff members to achieve production and agency goals.
Perform other specific duties and projects as assigned by agency management.
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.
-
Client Support Specialist
1 month ago
Erie, United States Hbkcpa Full time** Client Support Specialist** **Job Category****:** Administrative **Requisition Number****:** CLIEN001504 Showing 1 location **Job Details** **Description** HBKS Wealth Advisors, a regional financial planning and investment advisory firm, is seeking a Client Support Specialist for its Erie, PA office. The Client Support Specialist will be supporting...
-
Financial Advisor
1 month ago
Erie, United States Thrivent Financial Full timeBe in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn,...
-
Retail Sales Advisor- Intel
3 weeks ago
Erie, United States Acosta Full timeRetail Sales Advisor- Intel LocationPA - ERIE Is computer technology a passion or hobby of yours? ActionLink is seeking an enthusiastic individual who will enjoy creating a quality service environment inside a local Best Buy's computer department. This dedicated specialist will showcase and explain the latest innovations in personal computing by representing...
-
Retail Sales Advisor- Intel
3 weeks ago
Erie, United States Acosta Group Full time**Retail Sales Advisor- Intel** Location**PA - ERIE** **Is computer technology a passion or hobby of yours?** ActionLink is seeking an enthusiastic individual who will enjoy creating a quality service environment inside a local Best Buy's computer department. This dedicated specialist will showcase and explain the latest innovations in personal computing by...
-
Retail Sales Advisor- Intel
3 weeks ago
Erie, United States Acosta Full timeRetail Sales Advisor- Intel LocationPA - ERIEIs computer technology a passion or hobby of yours? ActionLink is seeking an enthusiastic individual who will enjoy creating a quality service environment inside a local Best Buy's computer department. This dedicated specialist will showcase and explain the latest innovations in personal computing by representing...
-
Retail Sales Advisor- Intel
4 weeks ago
Erie, United States ActionLink Full timeJob DescriptionJob DescriptionIs computer technology a passion or hobby of yours?ActionLink is seeking an enthusiastic individual who will enjoy creating a quality service environment inside a local Best Buy's computer department. This dedicated specialist will showcase and explain the latest innovations in personal computing by representing our client,...
-
Compliance Associate
4 weeks ago
Erie, United States HBKS Wealth Advisors Full timeTitle: Compliance AssociateLocation: Erie, PA HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting...
-
Branch Office Administrator
3 weeks ago
Erie, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Internal Sales Wholesaler
2 months ago
Erie, United States Definiti Full timeJob Type Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be...
-
Office Specialist
2 months ago
Erie, United States Gpac Full timeOffice Specialist Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company. Description:Position Summary: Retirement Planning firm in the Erie, PA area is seeking a...
-
Branch Office Administrator
2 months ago
Erie, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
3 weeks ago
Erie, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Branch Office Administrator
2 months ago
Erie, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
-
Retirement Plan Specialist
1 month ago
Erie, United States Definiti Full timeJob Type Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be...
-
Regional Sales Director
3 weeks ago
Erie, United States Definiti Full timeJob Type Full-time Description Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be...
-
Toyota Flat Rate Technician
2 months ago
Erie, United States Preston Auto Group Full timeService Technician – Automotive We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement. Here, you’ll work...
-
Toyota Flat Rate Technician
3 months ago
Erie, United States Preston Auto Group Full timeJob DescriptionJob DescriptionService Technician – AutomotiveWe run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and advancement....
-
Call Center Agent
6 days ago
Erie, United States Expivia Interaction Marketing Group Inc. Full timeJob DescriptionJob DescriptionSalary: $12.50-$14We are seeking an Appointment Manager (AM) to join our team! THIS IS A WORK-FROM-HOME POSITION! Selected Applicants will contact existing clients of Financial Advisers to attempt to schedule a meeting to discuss their financial situation. New hires will be educated on best practices for maintaining the...
-
Remote Sales 15
1 week ago
Erie, United States Primerica - Abilene Full timeJob DescriptionJob DescriptionFULLY REMOTE- FT & PT INDEPENDENT ROLES AVAILABLE. LOOKING TO FILL TRAINING CLASS OF 10 PEOPLE IN KEY MARKETS. PAID TRAINING BONUSES AVAILABLE!Founded in 1977, Primerica is the largest financial service marketing organization in North America. With more than 4 million lives insured, our mission is to help families earn more...
-
Tax Senior
3 weeks ago
Erie, United States Spartan Placements LLC Full timeDESCRIPTION Senior Accountant - Business Advisory ServicesLocation: Erie, PA Type: Full Time WHO WE ARE Big enough to serve regional, national and international clients, but small enough to foster a family atmosphere, The Firm is the perfect solution if you're looking for something a little different from the Big Four. From large, publicly held companies to...