4 дня назад
Client Advisor (Commercial Lines)
70 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Advisor (Commercial Lines) (Insurance/Sales): Driving new business, developing client relationships, and expanding commercial insurance revenue with an accent on consultative selling, data-driven pipeline management, and AI-powered sales tools. Focus on building qualified pipelines, converting opportunities, managing forecasts, and identifying upsell and cross-sell opportunities.
Location: On-site in Mahwah, New Jersey, United States
Salary: $70,000–$150,000 per year
Company
is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individuals.
What you will do
- Build qualified sales pipelines, convert leads into revenue opportunities, and meet or exceed annual quotas.
- Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
- Partner with service teams and marketing specialists to create tailored proposals across multiple lines of business.
- Develop trusted client relationships through consultative sales and identify upsell and cross-sell opportunities.
- Maintain structured sales cadences, accurate forecasts, and disciplined deal management.
- Research market and competitor activity and share insights with leadership and cross-functional teams.
Requirements
- 3+ years of experience in a client-facing, client advising, or business development role.
- Insurance industry experience is preferred.
- Property and Casualty or Life and Health license preferred, or ability to obtain a license upon hire.
- Comfort with an on-site presence is required to support collaboration, team leadership, and cross-functional partnership.
Culture & Benefits
- Entrepreneurial environment focused on innovation, client centricity, and technology-enabled growth.
- Medical, dental, vision, life, and disability insurance.
- Paid time off, holidays, paid sick time, and employee assistance resources.
- 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.
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