Account Executive

🕒 Julho 29

🏄 California, Colorado, +6 estados a mais – Remoto

🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🎰 Nevada – Remote 🗽 New York – Remote 🦀 Maryland – Remote ⚓ Rhode Island – Remote ☕ Washington – Remote

💵 $75.000 / ano

⏰ Tempo Integral

🟢 Júnior

🧑‍💼 Executivo de Contas

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SmartAsset

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2013

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A SmartAsset é uma empresa que oferece ferramentas e recursos abrangentes de planejamento financeiro. Ela fornece calculadoras para hipotecas, impostos, investimentos, aposentadoria e empréstimos pessoais, ajudando os usuários a tomar decisões financeiras bem informadas. A SmartAsset conecta usuários a consultores financeiros avaliados através de sua plataforma de matchmaking, focando em fiduciários que são legalmente obrigados a agir no melhor interesse do cliente. A empresa não oferece gestão de investimentos direta, mas facilita conexões entre usuários e profissionais financeiros. A SmartAsset também oferece guias e avaliações sobre vários produtos e serviços financeiros para auxiliar os usuários em suas jornadas financeiras.

Descrição

• Comfortability working in a high volume activity/sales environment and being on monthly quotas • Identifying and developing potential new clients through prospecting and cold outreach • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform • Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach. • Owning the full sales cycle, from prospecting to closing • Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform • Collaborating with company leadership to vet and research different strategies for generating more revenue. Operating with a high level of integrity and able work within organizational Rules of Engagement • Staying organized, maintaining contacts and outreach in Salesforce

🎯 Requisitos

• 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment • Experience in an inside sales, cold calling, transactional sales role • Ability to drive deals independently in a fast-paced, dynamic environment • Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per day

🏖️ Benefícios

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive. • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs. • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind. • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role. • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters. • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)