Client Advisor
Core
Drive new business and deepen client relationships for a global fintech leader offering insurance, reinsurance, and cyber services.
Role type
Senior Client Advisor / Business Development Consultant
Builds
Tailored insurance and risk solutions for businesses and individuals
Domain
Fintech / Insurance / Risk Management
Deliverable
client delivery
Required skills
Client advising, business development, consultative sales, CRM usage, data-driven insights, market research, competitive analysis, quota achievement
Preferred skills
Property and Casualty or Life & Health insurance licensing, technology platform utilization, market expansion experience
Responsibilities
Build qualified pipeline and convert leads to revenue, execute strategic growth plans using predictive analytics, partner with service teams to deliver proposals, manage client relationships and identify upsell opportunities, follow structured sales cadences, conduct market research and competitive analysis
Seniority
Mid-Senior, hands-on IC