Life & Disability Client Advisor

Job Description

Job Title: Sales Manager

Agency/Platform: Wholesure, Life & Disability Practice

Reporting to: Vice President, Sales

Location: Multiple Potential Locations

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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.

Summary:

The Sales Manager is a dynamic and pivotal role in driving the company’s growth and maintaining client satisfaction. This role demands a deep understanding of client needs and industry trends, coupled with the ability to develop and maintain robust client relationships. A Sales Manager at our firm is not just a salesperson but a trusted advisor who engages actively with advisors, nurtures long-term relationships, and drives business development. They are expected to be highly skilled in navigating complex situations, leveraging technology, and adapting their strategies to meet the ever-evolving demands of the market and our clients. Through effective communication, resilience, and resourcefulness, our Sales Managers ensure the successful sale of life, disability, annuity, long term care and employer market cases and maintain a healthy pipeline of business opportunities. This role requires a unique blend of strategic thinking, persuasive skills, and the ability to bounce back from setbacks, all while instilling trust and integrity in every interaction.

Essential Functions:

· Increase revenue by developing new relationships for our Practice.

· Leverages our leadership and marketing teams by way of integration for large transactions and key prospect development.

· Learns organizational sales process by working closely with team members to establish an expertise in designing, underwriting, and distributing life, disability, Long-Term Care and Annuity products.

· Maintains prospect pipeline, tracks follow-up activity, reports on lead and opportunity life cycles.

· Actively engages with advisors to understand their needs and provide tailored solutions.

· Analyzes feedback to improve service and client satisfaction.

Pipeline / Business Development:

· Generate a steady flow of quality cases into the presale pipeline.

· Identify and pursue new business opportunities in target markets.

· Actively manage and monitor the pipeline to ensure a smooth progression of cases from initial contact to closing.

· Strive to meet targeted close rates, adjusting sales tactics and advisor engagement strategies as needed.

· Prepare regular reports on sales activities, market trends, and business development efforts.

· Maintain accurate and up-to-date records of client interactions and sales processes.

Product Knowledge:

· Stay updated with the latest products, services, and industry trends.

· Educate producers and clients on the benefits and features of the company's offerings.

· Assist in the development of marketing materials and sales tools.

Collaboration and Innovation:

· Work closely with internal teams to ensure cohesive business strategies.

· Encourage a culture of innovation by suggesting new ideas and improvements for products and processes.

· Develop and implement strategies for market penetration and client acquisition.

· Collaborate with leadership around marketing needs to create and execute effective outreach campaigns to existing and new producer prospects.

· Monitor the implementation of new employer market cases with our implementation team, ensuring smooth onboarding.

· Coordinate with the Case Management team to deliver services that meet or exceed client expectations.

Key Qualities:

· Recruits resources (people, material, support) to get things done.

· Orchestrates multiple activities simultaneously to accomplish a goal.

· Communicates effectively.

· Consistently achieving results, even under challenging circumstances

· Has a strong bottom-line orientation

· Relating openly and comfortably with diverse groups of people

· Using compelling arguments to gain the support and commitment of others

Successful Candidate Requirements:

· Bachelor’s degree or equivalent work experience

· 5-10 years of related industry experience

· 5-10 years of supervisory experience

· Proven ability to think strategically and act tactically.

· Strong organization skills/ability to manage multiple demands and priorities.

· Excellent problem solving/problem resolution skills.

· Projects confidence and enthusiasm about the company

· Strong leadership and relationship management skills

· Demonstrates collaborative teamwork.

· Ability to adapt

Performance-Driven Compensation Model:

Initial Training & Validation Period: New advisors begin in a supported compensation phase that provides stability while completing licensing, training, and performance validation.

Progressive Commission Structure:

As experience grows and performance benchmarks are achieved, new and less-experienced advisors move through clearly defined compensation steps that provide increasing commission rates.

Uncapped Earnings Potential:

Once fully validated, compensation becomes primarily performance-based - your earnings scale directly with your productivity and results.

Pay Details:

The base compensation range for this position is $100,000 - $100,000. 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 [email protected].

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.