Advisor Producer

Essential Duties and Responsibilities:

· Obtain and maintain your State Life & Health Insurance license, and complete the DSI Advisor Training Program

· Develop a fundamental and technical understanding of the specialized Disability Income and Life Insurance products DSI offers

· Clearly communicate our program options to clients via both phone and email

· Be able to answer client questions on products, enrollment instructions, policy comparisons

· Cross-sell products by explaining need and value depending on client’s profile

· Maintain meticulous records in our CRM system, following the DSI sales process

Technical Skills:

· Proficiency in Microsoft Office applications (Word, Excel, Outlook)

· CRM or similar agency management software experience, preferred

Attributes of a Successful Disability Advisors possess:

· Professionalism in all communications – both written and verbal

· Organized, focus on results, and the ability to prioritize high-value tasks

· Ability to listen carefully, identify needs, and empathize with clients

· Motivated to make both yourself and your team successful

· Confidence in yourself and your company, with a phone presence that demonstrates it

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.