Personal Lines Client Advisor
On-siteDelray Beach, Florida, United States
Job Summary
Build a qualified pipeline and convert leads to revenue by achieving annual objectives and consistently meeting quota. Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities. Serve as a trusted advisor by developing deep client relationships, delivering holistic solutions, and identifying upsell and cross-sell opportunities through CRM and engagement platforms. Follow structured sales cadences to ensure consistent pipeline progression and accurate forecasting throughout the create–convert–close–retain cycle. Stay ahead of industry trends using analytics platforms to track competitor activity and refine positioning. Requires an active Property & Casualty and/or Life & Health insurance license maintained for one year and on-site presence.
Required Qualifications
- 3+ years experience in a client facing, client advising, or business development role
- Experience in the insurance industry
- Active Property & Casualty and/or Life & Health insurance license
- Must have maintained an active insurance license for a minimum of one (1) year
- Candidates should be comfortable with an on-site presence
Desired Qualifications
- 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
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