Commercial Insurance Client Advisor (AI)

Location: Dallas, Texas, United States; other location: Corpus Christi, Texas. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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 meet or exceed annual quotas.
• Develop strategic 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 business lines.
• Develop trusted client relationships through consultative selling and identify upsell and cross-sell opportunities.
• Manage structured sales cadences, forecasting, pipeline reviews, and deal planning throughout the sales cycle.
• Research market and competitor trends and share insights to improve product offerings, client experience, and revenue strategy.

Requirements

• At least 2 years of experience in a client-facing, client advising, or business development role.
• Property and Casualty license.
• Experience obtaining new clients or generating revenue growth, preferably in the insurance industry.
• Experience with market expansion and technology-enabled sales initiatives.
• Technology skills, including CRM and AI applications.

Nice to have

• Insurance industry experience.
• Experience entering new markets or enhancing sales efforts through technology.

Culture & Benefits

• Entrepreneurial environment focused on innovation, client centricity, and technology-enabled growth.
• Medical, dental, vision, life, and disability insurance.
• Paid sick time, paid time off, holidays, and employee assistance program access.
• 401(k) plan with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.