Commercial Lines Client Advisor (Fintech)

Location: Bulverde, Texas, United States; hybrid role with required on-site presence to support collaboration, team leadership, and cross-functional partnership.

Base compensation: $70,000–$150,000 per year. The posting also lists an $85,000–$100,000 base compensation estimate.

Company

hirify.global is a global fintech company providing insurance, reinsurance, cyber services, mortgage origination, and other financial products to businesses and individuals.

What you will do

• Build qualified sales pipelines, convert leads into revenue opportunities, and achieve annual sales objectives.
• Develop growth plans using data-driven insights, predictive analytics, and AI-powered tools.
• Acquire new clients, deepen relationships, and identify upsell and cross-sell opportunities through CRM and engagement platforms.
• Partner with service teams, marketing specialists, and leadership on proposals, forecasts, pipeline reviews, and strategic deal planning.
• Research market and competitor trends to refine positioning, product offerings, client experience, and revenue strategies.

Requirements

• At least 2 years of experience in client-facing, client advising, or business development work.
• Property and Casualty license required.
• Experience obtaining new clients or growing revenue, preferably in the insurance industry.
• Experience using CRM systems, technology platforms, and AI applications in sales.
• Comfort with regular on-site presence in Bulverde, Texas is required.

Culture & Benefits

• Entrepreneurial environment combining technology, data, and client relationships.
• Supported compensation phase during licensing, training, and performance validation.
• Progressive commission structure with uncapped earnings potential after validation.
• Medical, dental, vision, life, disability, fertility, wellness, and paid sick-time benefits.
• Paid time off, holidays, parental leave, 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee assistance resources.