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Client Advisor Specialist Jobs (NOW HIRING)

Acrisure

Client Advisor

San Jose, CA · On-site

$71K - $150K/yr

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure

Client Advisor

San Jose, CA · On-site

$71K - $150K/yr

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure

Client Advisor

Wayne, PA · On-site

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure

Client Advisor

Mechanicsburg, PA · On-site

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure

Client Advisor

Wayne, PA · On-site

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure LLC

Client Advisor

Erie, PA · On-site

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure LLC

Client Advisor

Wayne, PA · On-site

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

Acrisure

Client Advisor

Erie, PA · On-site

Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals ... Serve as a trusted advisor by developing deep client relationships, providing a consultative sales ...

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Client Advisor Specialist information

What is a client advisor specialist?

A Client Advisor Specialist is a professional who provides personalized guidance and support to clients, typically in industries like finance, banking, or luxury retail. They help clients understand products or services, make informed decisions, and ensure a high level of customer satisfaction. Client Advisor Specialists often build long-term relationships with clients by offering tailored advice based on individual needs and preferences. Their role may also involve resolving issues, handling transactions, and keeping clients updated on relevant opportunities or changes.

What are the key skills and qualifications needed to thrive as a client advisor specialist, and why are they important?

To thrive as a Client Advisor Specialist, you need strong customer service skills, financial acumen, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, financial products, and industry certifications such as Series 7 or 66 are often required. Exceptional communication, problem-solving abilities, and relationship-building skills help you stand out in this role. These competencies are vital for delivering tailored solutions, building client trust, and achieving business growth in a competitive environment.

What is the difference between Client Advisor Specialist vs Client Relationship Manager?

AspectClient Advisor SpecialistClient Relationship Manager
CredentialsFinancial certifications, sales experienceFinancial certifications, sales experience
Work EnvironmentBank branches, financial institutionsBank offices, client sites
Employer & IndustryFinancial services, bankingFinancial services, banking
Search & Comparison IntentUnderstanding roles, job opportunitiesRole differences, career paths

While both roles involve client interaction and financial knowledge, a Client Advisor Specialist primarily focuses on providing financial advice and selling products, whereas a Client Relationship Manager emphasizes maintaining and growing client relationships for long-term retention. The roles often overlap but differ in scope and focus within the banking and financial services industry.

How does a client advisor specialist typically collaborate with other departments to address client needs?

Client Advisor Specialists frequently work cross-functionally, collaborating with teams such as sales, product, and customer support to ensure client requirements are fully understood and met. They often act as the primary liaison, communicating client feedback and coordinating solutions that may involve multiple stakeholders. This collaboration helps deliver a seamless client experience and often requires effective communication, organization, and follow-up. Being proactive in building strong internal relationships is key to resolving client issues efficiently and supporting long-term client satisfaction.
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Client Advisor Specialist jobs near you
Infographic showing various Client Advisor Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Advisor

Acrisure

San Jose, CA • On-site

$71K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Job Description
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 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 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.
Your Next Chapter:
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.
What You'll Do:
Revenue Growth & Business Development
  • Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
  • Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
  • Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.

Client Acquisition & Relationship Management
  • Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
  • Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
  • Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.

Sales Process & Cadence Discipline
  • Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
  • Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.

Market Research & Competitive Analysis
  • Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
  • Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.

What You'll Bring:
  • Minimum 2 years of experience in a sales, client facing, client advising, or business development role.
  • Experience in the insurance industry preferred.
  • Property and Casualty license or Life & Health preferred, or ability to obtain license upon hire.

Our ideal candidate will bring:
  • 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 with a focus on utilizing technology and tech platforms.
  • Demonstrated technology skills, including experience using CRM and AI applications.

If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
Pay Details:
The base compensation range for this position is $71,304 - $150,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
  • ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.

Apply