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Acrisure

Insurance broker offering risk management services

Payroll Client Advisor

Field SalesUpdated on Nov 7
Full-timeOklahoma City, OK, USA

About the Job

Requirements

  • Applicants must be at least 18 years old.
  • Applicants must have a valid driver’s license and valid automobile insurance.
  • Applicants must successfully complete a pre-employment background check.
  • Applicants must live in the area relative to the job posting location.
  • Applicants must have at least two years of relevant experience.
  • Applicants must have prospecting, communication, presentation, and networking skills.
  • Applicants must be able to work independently and as part of a team.
  • Applicants must be incentive-driven sales hunters with a professional demeanor, integrity, urgency, and sales aptitude.
  • Applicants must enjoy cold-calling and face-to-face conversations.
  • Applicants must produce measurable, high-quality, timely results.
  • Applicants must be able to work in the field at least 50% of the time.

Responsibilities

  • Prospect new clients.
  • Maintain existing and prospective client records in the Customer Relationship Management system, currently Salesforce, including call notes, scheduled client interactions, contact information, and other relevant client information, in accordance with company policies.
  • Meet minimum production requirements, including setting first-time appointments, to secure a WIN.
  • Develop 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.
  • Prospect and conduct payroll presentations in person and over the phone to small and mid-sized businesses, with the goal of closing sales.
  • Explain the company's value proposition to clients using Salesforce, upsell current clients on other company products and services, and communicate regularly with the Payroll Territory Manager and/or Payroll Division Manager.
  • Set appointments with business owners in person or face-to-face through networks and referral partnerships; conduct appointments, uncover client needs, and present solutions to close sales.
  • During training, use the tablet-based Customer Relationship Management platform, Salesforce, for lead generation, sales presentations, on-the-spot client financial analysis, and paperless contract processing; managers accompany the advisor on initial appointments.
  • Set a work schedule after training to pursue commission and residual earnings.
  • Perform additional responsibilities as assigned.

Desired Qualifications

  • A high school diploma or GED is preferred.
  • Prior business-to-business sales experience is preferred.
  • Prior experience with a Customer Relationship Management tool such as Salesforce or HubSpot is preferred.

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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