Employee Benefits Client Advisor (Insurance)

Location: Costa Mesa, California, United States; on-site presence expected

Salary: $71,304–$150,000 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 sales pipelines, convert leads into revenue-generating opportunities, and achieve annual sales objectives.
• Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
• Develop client relationships through consultative selling and deliver tailored, multi-line insurance solutions.
• Use CRM and engagement platforms to personalize outreach and identify upsell and cross-sell opportunities.
• Manage sales cadences, forecasting, pipeline reviews, and deal progression through the create–convert–close–retain cycle.
• Research market and competitor trends and share insights with leadership and cross-functional teams.

Requirements

• At least 2 years of experience in sales, client-facing, client advising, or business development.
• Experience in the insurance industry.
• Life and Health license required.
• Demonstrated experience obtaining new clients or generating new revenue.
• Experience using CRM platforms and AI applications.
• Comfort with an on-site work arrangement in Costa Mesa, California.

Nice to have

• Experience expanding into new markets or enhancing sales efforts through technology.
• Experience using technology and sales platforms to support market growth.

Culture & Benefits

• Entrepreneurial environment focused on innovation, client centricity, and business growth.
• Medical, dental, vision, life, and disability insurance.
• Paid time off, holidays, sick time, maternity and paternity leave, including adoption leave.
• 401(k) with immediate vesting, HSA and FSA options, and commuter benefits.
• Employee Assistance Program, Calm subscription, wellness resources, fertility benefits, and pet insurance.

Hiring process

• Final candidates must complete post-offer verification processes related to the role and applicable laws.