Commercial Insurance Client Advisor (Insurance)

Location: On-site in Costa Mesa, California, United States

Salary: $70,000–$150,000 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 a qualified pipeline, convert leads into revenue opportunities, and meet or exceed annual sales objectives.
• 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.
• Manage sales cadences, pipeline progression, forecasting, and deal planning throughout the create–convert–close–retain cycle.
• Research market trends and competitor activity, sharing insights to improve product positioning, client experience, and revenue strategies.

Requirements

• At least 2 years of experience in sales, client-facing, client advising, or business development.
• Experience in the insurance industry.
• Property and Casualty license.
• Experience obtaining new clients or generating new revenue in the insurance industry.
• Technology skills, including CRM and AI application experience.
• Comfort with an on-site presence in Costa Mesa, California, is required.

Nice to have

• Experience expanding into new markets or improving sales efforts through technology and tech platforms.

Culture & Benefits

• Entrepreneurial culture focused on innovation, client centricity, and growth.
• Medical, dental, vision, life, and disability insurance.
• Paid time off, holidays, paid sick time, and an Employee Assistance Program.
• 401(k) 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.

Hiring process

• Final candidates must complete post-offer verification processes in accordance with applicable laws.