Commercial Lines Client Advisor
Core
Drive new business and deepen client relationships for a global fintech leader in insurance and reinsurance by acting as a data-driven consultant.
Role type
Client Advisor (Sales)
Builds
Insurance and reinsurance solutions for businesses and individual clients
Domain
Fintech / Insurance
Deliverable
client delivery
Required skills
consultative sales, pipeline management, CRM usage, market research, competitive analysis, data-driven insights
Preferred skills
insurance industry experience, technology platform utilization, market expansion experience
Technologies
CRM, AI applications, analytics platforms
Responsibilities
Achieve annual revenue objectives by building a qualified pipeline and converting leads; Develop and execute strategic growth plans using predictive analytics; Serve as a trusted advisor to understand unique business challenges and deliver holistic solutions; Follow structured sales cadences for consistent pipeline progression; Stay ahead of industry trends using analytics platforms to identify opportunities.
Seniority
Individual Contributor
