Client Advisor (Fintech)

Location: On-site in Rochester, New York, United States.

Salary: $80,000–$120,000 base compensation per year.

Company

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

What you will do

• Build qualified pipelines, convert leads into revenue-generating opportunities, and achieve or exceed annual sales quotas.
• Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools to prioritize opportunities and accelerate deal velocity.
• Partner with service teams and marketing specialists to create comprehensive proposals and tailored solutions across multiple lines of business.
• Develop trusted client relationships through consultative selling, personalized CRM engagement, and identification of upsell and cross-sell opportunities.
• Follow structured sales cadences, maintain accurate forecasts, and manage opportunities through the create–convert–close–retain cycle.
• Research markets and competitors, share insights with leadership, and support improvements to product offerings, client experience, and revenue strategies.

Requirements

• At least 3 years of experience in a client-facing, client advising, or business development role.
• Experience obtaining new clients and/or generating new revenue in the industry, with a focus on technology and technology platforms.
• Experience with market expansion, including using technology to enter new markets or improve sales efforts in existing markets.
• Demonstrated technology skills, including experience with CRM and AI applications.
• Ability to work on-site in Rochester, New York, to support collaboration, team leadership, and cross-functional partnerships.

Nice to have

• Insurance industry experience.
• Property and Casualty or Life and Health license, or ability to obtain the license after hire.

Culture & Benefits

• Entrepreneurial environment focused on innovation, client centricity, and business growth.
• Medical, dental, vision, life, and disability insurance, plus fertility and wellness resources.
• Paid sick time, paid time off, holidays, Employee Assistance Program, and Calm app subscription.
• Immediate 401(k) vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, legal plan options, and pet insurance.