3 часа назад
Commercial Lines Client Advisor
50 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Lines Client Advisor (Insurance/Fintech): Driving new business, expanding client relationships, and growing commercial insurance revenue with an accent on consultative selling, data-driven prospecting, CRM, predictive analytics, and AI-powered tools. Focus on building qualified pipelines, converting opportunities, managing sales cadences, forecasting revenue, and identifying market expansion opportunities.
Location: On-site in Naperville, Illinois, United States
Salary: $50,000–$150,000 base compensation annually, with uncapped earnings potential through commissions.
Company
is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individual clients.
What you will do
- Build qualified pipelines, convert leads into revenue opportunities, and meet or exceed annual sales quotas.
- Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
- Acquire new clients and deepen existing relationships through consultative commercial insurance solutions.
- Use CRM and client engagement platforms to personalize outreach and identify upsell and cross-sell opportunities.
- Maintain structured sales cadences, accurate forecasts, and disciplined deal management from creation through retention.
- Research markets and competitors, refine positioning, and share insights with leadership and cross-functional teams.
Requirements
- At least 2 years of experience in client-facing, client advising, or business development roles.
- Experience in the insurance industry is preferred.
- Property and Casualty license preferred, or ability to obtain the license after hire.
- Track record of acquiring new clients or generating new revenue.
- Experience using CRM platforms, technology tools, and AI applications in sales.
- Comfort with an on-site presence is required to support collaboration, team leadership, and cross-functional partnership.
Nice to have
- Experience expanding into new markets through technology.
- Property and Casualty insurance license.
Culture & Benefits
- Entrepreneurial environment focused on innovation, client centricity, and growth.
- Medical, dental, vision, life, and disability insurance.
- Paid time off, holidays, sick time, parental leave, and employee assistance resources.
- 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Fertility benefits, wellness resources, Calm app subscription, legal plan options, and pet insurance.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
2 часа назад
Payroll Client Advisor (Fintech)
90 000 - 105 000$
3 дня назад
Commercial P&C Insurance Sales Executive Senior (Commercial Property & Casualty)
77 000 - 154 000$
15 часов назад
Enterprise Sales Leader - Insurance Mid/Large (Fintech)
102 000 - 144 000$
4 часа назад
Senior Private Client Relationship Manager (Insurance)
80 000 - 120 300$
1 день назад
Client Success Manager (Data Solutions)
51 201 - 64 002$
13 часов назад
Enterprise Sales Leader, New Logos, Insurance Segment (FinTech)
74 000 - 96 000$