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Client Advisor Summary As the Client Advisor, you are both the face and the driving force on the spa and retail sales floor, delivering gracious and seamless support to guests and staff. You ensure ...
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Commercial Insurance Client Advisor Department: Growth Location: Corpus Christi, TX About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple ...
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Client Acquisition& Relationship Management * Serve as a trusted advisor by developing deepclient relationships, providing a consultative sales approach while understanding unique business challenges ...
Client Acquisition& Relationship Management * Serve as a trusted advisor by developing deepclient relationships, providing a consultative sales approach while understanding unique business challenges ...
... client needs * Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
... client needs * Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
Client Advisor information
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How much do client advisor jobs pay per hour?
What is a Client Advisor?
What are the key skills and qualifications needed to thrive as a Client Advisor, and why are they important?
How does a Client Advisor typically collaborate with other departments to ensure excellent client service?
What is the difference between Client Advisor vs Financial Consultant?
| Aspect | Client Advisor | Financial Consultant |
|---|---|---|
| Required Credentials | Certifications like CFP, Series 7, Series 63 | CFP, CFA, Series 7, Series 63 |
| Work Environment | Financial institutions, banks, wealth management firms | Independent or firm-based, consulting firms, banks |
| Employer & Industry Usage | Used in banking and wealth management sectors | Common in financial planning and investment advisory |
| Search & Comparison Intent | Clients seeking personalized financial advice | Individuals or businesses seeking investment strategies |
While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

Commercial Insurance Client Advisor
Corpus Christi, TX โข On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted yesterday
Job description
Job Title: Commercial Insurance Client Advisor
Department: Growth
Location: Corpus Christi, TX
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, weโre 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.
Weโre seeking a high-performing Commercial Insurance Client Advisor to drive new business, deepen client relationships, and expand Acrisureโs 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, youโll join that evolution.
What Youโll 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 createโconvertโcloseโretain 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 Youโll Bring:
- 2+ yearsโ experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
- Property and Casualty license 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 youโre 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.
#LI-EG1
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, weโre building more than a business, weโre 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.
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Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
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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.
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Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
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โฆ 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.