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Acrisure

Insurance broker offering risk management services

Payroll Client Advisor

Field SalesConfirmed live in the last 24 hours
Full-timeKansas, USA

About the Job

Requirements

  • Be at least 18 years old.
  • Have a valid driver's license and valid automobile insurance.
  • Successfully complete a pre-employment background check.
  • Live in an area relative to the job posting location.
  • Have at least two years of relevant experience.
  • Have prospecting, communication, presentation, and networking skills.
  • Be able to work independently and as part of a team.
  • Be accountable for measurable, high-quality, timely results.
  • Be able to work in the field at least 50% of the time.

Responsibilities

  • Prospect for new clients.
  • Maintain existing and prospective client records in the Customer Relationship Management system, currently Atlas, including call notes, scheduled client interactions, contact information, and other relevant client information, in accordance with company policies.
  • Achieve minimum production requirements, including setting first-time appointments, to secure a WIN.
  • Build and maintain knowledge of the current product and service portfolio and changes and developments in the financial technology industry.
  • Attend weekly team meetings and weekly one-on-one meetings with the leader.
  • Run payroll presentations in person and over the phone to small and mid-sized businesses, uncover client needs, present solutions, and close sales.
  • Upsell current clients on other company products and services.
  • Build referral partnerships and set appointments with business owners.
  • Use the Atlas tablet-based CRM platform for lead generation, sales presentations, client financial analysis, and paperless contract processing.
  • Set a work schedule after training to maximize sales opportunities.

Desired Qualifications

  • High school diploma or GED.
  • Prior experience in a business-to-business sales role.
  • Prior experience with a customer relationship management tool such as Salesforce or HubSpot.

About the Company

Acrisure

Insurance broker offering risk management services

Acrisure is an insurance broker that partners with a global network of independent local agencies (Agency Partners) to deliver insurance and risk management services. Agencies maintain their local client relationships while Acrisure provides access to broader products, technology, and resources. Revenue comes from commissions and fees on policies sold through the network, plus fees for risk management services and the growth of partner agencies. The goal is to grow by expanding the Agency Partner network and provide tailored, scalable insurance solutions through a unified platform.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$9.8B
Headquarters
Grand Rapids, MI
Founded
2005

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