Commercial Lines Client Advisor
Core
Drive new business and deepen client relationships for a global fintech leader in insurance and reinsurance by blending consultative sales with data-driven insights and AI tools.
Role type
Senior IC commercial lines client advisor (sales)
Builds
Insurance and reinsurance solutions for businesses and individual clients
Domain
Fintech / Insurance / Reinsurance
Required skills
Client advising, business development, pipeline management, consultative sales, CRM usage, market research, competitive analysis, data-driven insights, predictive analytics, AI-powered tools
Preferred skills
Property and Casualty license, market expansion experience, technology platform utilization
Responsibilities
Achieve annual revenue objectives by building qualified pipelines and converting leads, develop strategic growth plans leveraging data and AI, serve as a trusted advisor to understand unique business challenges, follow structured sales cadences for deal management, conduct market research and competitive analysis, collaborate with leadership on revenue forecasts
Seniority
Mid-level, hands-on IC
