Personal Lines Client Advisor (Fintech)

Location: California; on-site presence required

Salary: $50,000–$65,000 base compensation annually

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related solutions across more than 20 countries.

What you will do

• Build qualified sales pipelines, convert leads into revenue opportunities, and meet or exceed annual quotas.
• Develop growth plans using data-driven insights, predictive analytics, and AI-powered tools.
• Partner with service teams and marketing specialists to create tailored proposals across multiple lines of business.
• Develop trusted client relationships through consultative selling and identify upsell and cross-sell opportunities using CRM platforms.
• Manage sales cadences, forecasting, pipeline reviews, deal planning, and the create–convert–close–retain process.
• Research market and competitor trends and share insights to improve offerings, client experience, and revenue strategies.

Requirements

• 3+ years of experience in client-facing, client advisory, or business development roles.
• Active Property & Casualty and/or Life & Health insurance license required.
• Active insurance license maintained for at least one year.
• Experience obtaining new clients or generating new revenue, preferably in the insurance industry.
• Experience using CRM and AI applications, sales technology, and technology platforms.
• Ability to work on site in California.

Culture & Benefits

• Entrepreneurial environment emphasizing leadership, accountability, collaboration, and technology-enabled sales.
• Medical, dental, vision, life, and disability insurance.
• Paid time off, holidays, sick time, maternity and paternity leave, and an Employee Assistance Program.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discount programs.
• Fertility benefits, wellness resources, Calm app subscription, legal plan options, and pet insurance.