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Employee Client Advisor

611 Anton Blvd, Ste(s) 1300, 1400, & 1500 - COSTA MESA, CA, US💼 Full-time💰 $70,000–$100,000🗓 2026-09-29

Core

Drive new business and deepen client relationships for a global fintech leader offering insurance, reinsurance, and cyber services.

Role type

Senior IC sales advisor (employee benefits)

Builds

Insurance and cyber service solutions for businesses and individual clients

Domain

Fintech / Insurance

Required skills

consultative sales, pipeline management, CRM proficiency, market research, competitive analysis, quota achievement

Preferred skills

insurance industry experience, technology-driven sales, market expansion

Technologies

CRM, AI applications, predictive analytics platforms

Responsibilities

Build qualified pipeline and convert leads to revenue; execute strategic growth plans using data insights; serve as trusted advisor for holistic solutions; manage sales cadence and forecasting; conduct market research and competitive analysis.

Seniority

Mid-level, hands-on IC

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