Client Advisor--Commercial Lines
$70,000–$150,000 year
On-siteMahwah, New Jersey, United States
Job Summary
Drive annual revenue objectives by building qualified pipelines, converting leads, and meeting quotas through consultative sales and data-driven insights. Execute strategic growth plans using predictive analytics and AI tools to prioritize high-value opportunities across insurance, reinsurance, and cyber services. Serve as a trusted advisor to develop deep client relationships, personalize outreach via CRM platforms, and identify upsell or cross-sell potential. Maintain disciplined sales cadences to ensure consistent pipeline progression and deal management through the create-convert-close-retain cycle. Collaborate with leadership on revenue forecasts and strategic planning while tracking competitor activity to refine positioning. Requires 3+ years in client-facing roles with insurance experience preferred; base salary $70,000-$150,000. Join a global fintech leader redefining sales with entrepreneurial freedom.
Required Qualifications
- 3+ years experience in a client facing, client advising, or business development role
- comfortable with an on-site presence
Desired Qualifications
- experience in the insurance industry
- Property and Casualty or Life & Health license
- ability to obtain license upon hire
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