Commercial Lines Client Advisor (Fintech)

Location: 314 E Main St, Washington, Indiana; hybrid role with on-site presence required for collaboration, team leadership, and cross-functional partnership.

Company

Fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to business and individual clients.

What you will do

• Build a qualified pipeline, convert leads into revenue opportunities, and meet or exceed sales quotas.
• Develop growth plans using data-driven insights, predictive analytics, and AI-powered tools.
• Partner with service and marketing teams to prepare tailored proposals across multiple lines of business.
• Develop client relationships through consultative sales, personalized CRM outreach, and upsell and cross-sell opportunities.
• Manage sales cadences, forecasting, pipeline reviews, and deal planning throughout the create–convert–close–retain cycle.
• Research market and competitor activity and share insights to improve positioning, products, client experience, and revenue strategies.

Requirements

• At least 2 years of experience in a client-facing, client-advising, or business development role.
• Experience obtaining new clients or generating new revenue, preferably in the insurance industry.
• Experience using CRM platforms, technology tools, and AI applications in sales.
• Experience with market expansion and technology-enabled sales growth.
• Property and Casualty license preferred, or ability to obtain the license after hire.
• Comfort with the required on-site presence in Washington, Indiana.

Nice to have

• Insurance industry experience.
• Property and Casualty license.

Culture & Benefits

• Entrepreneurial, client-centric environment focused on innovation and technology.
• Supported initial compensation phase during licensing, training, and performance validation.
• Progressive commission structure with uncapped earnings potential after validation.
• Medical, dental, vision, life, disability, fertility, and wellness benefits.
• Paid time off, holidays, sick time, maternity and paternity leave, and an Employee Assistance Program.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, employee discounts, legal plans, and pet insurance.