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13 дней назад

Employee Benefits Client Advisor (Fintech)

Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Employee Benefits Client Advisor (Fintech): Driving new business, expanding client relationships, and developing employee benefits solutions in the insurance market with an accent on consultative sales, data-driven growth, and AI-powered tools. Focus on building qualified pipelines, managing CRM-led sales cadences, identifying upsell opportunities, and using predictive analytics to improve deal velocity and revenue outcomes.

Location: Mount Pleasant, South Carolina, United States; hybrid role with an on-site presence required

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 opportunities, and meet or exceed annual sales quotas.
  • Develop strategic growth plans using data-driven insights, predictive analytics, and AI-powered tools.
  • Acquire new clients and deepen relationships through consultative sales and tailored employee benefits solutions.
  • Use CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
  • Follow structured sales cadences across the create–convert–close–retain cycle and maintain accurate forecasts.
  • Research market and competitor trends and share insights with leadership and cross-functional teams.

Requirements

  • 5+ years of experience in a client-facing, client advising, or business development role.
  • 2+ years of employee benefits experience in an agency or broker setting.
  • Experience in the insurance industry is preferred.
  • Life and Health License preferred, or ability to obtain the license after hire.
  • Demonstrated experience acquiring clients or growing revenue through technology and sales platforms.
  • Comfort with on-site presence in Mount Pleasant, South Carolina to support collaboration and cross-functional partnership.

Culture & Benefits

  • Entrepreneurial environment focused on innovation, client centricity, and technology-enabled sales.
  • Medical, dental, vision, life, disability, fertility, and wellness benefits.
  • Paid sick time, paid time off, holidays, and Employee Assistance Program access.
  • 401(k) plan 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.

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