Client Advisor (Fintech)

Location: On-site at 333 Earle Ovington Blvd, Uniondale, NY, United States

Base compensation range: $0–$0.

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 pipelines, convert leads into revenue-generating opportunities, and meet or exceed sales 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 lines of business.
• Develop trusted client relationships through consultative selling and identify upsell and cross-sell opportunities using CRM and engagement platforms.
• Follow structured sales cadences, manage forecasting and pipeline reviews, and support disciplined deal progression through the create–convert–close–retain cycle.
• Research market and competitor trends and share insights to improve product offerings, client experience, positioning, and revenue strategies.

Requirements

• 3+ years of experience in a client-facing, client-advising, or business development role.
• Experience obtaining new clients and/or growing revenue, with a focus on technology and technology platforms.
• Experience with market expansion and using technology to enter new markets or improve sales in existing markets.
• Demonstrated technology skills, including CRM and AI applications.
• Ability to work on-site to support collaboration, team leadership, and cross-functional partnership.
• Property and Casualty or Life & Health license, or ability to obtain a license after hiring, is preferred.

Nice to have

• Experience in the insurance industry.
• Property and Casualty or Life & Health license.

Culture & Benefits

• Entrepreneurial culture focused on innovation, client centricity, and technology-enabled growth.
• On-site collaboration with leadership, service teams, marketing specialists, and cross-functional partners.
• Medical, dental, vision, life, disability, fertility, wellness, and paid sick-time benefits.
• Paid time off, holidays, an Employee Assistance Program, and a Calm app subscription.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal plan and pet insurance options.

Hiring process

• Submit an application for the Client Advisor, Sales Professional, or Producer opportunity.
• Final candidates must complete post-offer verification processes related to the role and applicable laws.