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Senior Client Advisor Jobs in Texas (NOW HIRING)

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver ... Credibility and discretion when working with high-net-worth individuals and senior professional ...

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

Your day at NTT DATA As a Senior Client Manager at NTT DATA, you will be instrumental in managing ... trusted advisor. * Sales solution skills. The knowledge of the company's offerings, client ...

The Role As a Senior Client Experience Associate, you will play a key role in delivering a world ... Act as the key relationship manager for Farther advisors and clients by providing timely and ...

Showing results 21-40

Senior Client Advisor information

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are the most commonly searched types of Client Advisor jobs in Texas?

The most popular types of Client Advisor jobs in Texas are:

What are popular job titles related to Senior Client Advisor jobs in Texas?

For Senior Client Advisor jobs in Texas, the most frequently searched job titles are:

What cities in Texas are hiring for Senior Client Advisor jobs?

Cities in Texas with the most Senior Client Advisor job openings:

What are popular job titles related to Senior Client Advisor jobs in TX?

For Senior Client Advisor jobs in TX, the most frequently searched job titles are:

Infographic showing various Senior Client Advisor job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution.

Senior Commercial Insurance Client Advisor

Acrisure

Addison, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


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 Senior Commercial Insurance 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:

  • 8+ years experience in a client facing, client advising, or business development role required with experience in commercial insurance in an agency / broker setting.

  • Property and Casualty license is required.

  • Public Entity experience is a huge plus.

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.

#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, 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.