Client Advisor - Waterford

Only for registered members Waterford, United States

3 weeks ago

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Job summary

Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines High Net Worth Client Advisor is a performance driven individual that delivers white gloves service and advisory strategies to affluent and ultra-high-net-worth clients, focusing on reducing insurance dependency and boosting performance.

Responsibilities

  • Develops a lead generation plan for obtaining new clients.
  • Executes against the lead generation plan using a variety of lead generation techniques such as cold calls, referrals, industry events, markets, LinkedIn etc.
  • Engages in the discovery process for all sales opportunities to understand the top needs of the prospect.

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