Account Executive

🕒 6 days ago

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SmartAsset

201 - 500 employees

Founded 2013

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

SmartAsset is a company that offers comprehensive financial planning tools and resources. It provides calculators for mortgages, taxes, investments, retirement, and personal loans, helping users make informed financial decisions. SmartAsset connects users with vetted financial advisors through its matching platform, focusing on fiduciaries who are legally bound to act in the client's best interest. The company does not provide direct investment management but facilitates connections between users and financial professionals. SmartAsset also offers guides and reviews on various financial products and services to aid users in their financial journeys.

📋 Description

• Identify and develop potential new clients through prospecting and cold outreach • Provide detailed information to prospective customers and educate them on SmartAsset’s platform features and benefits • Use a consultative approach to understand client business needs, explain ROI, and close deals • Own the full sales cycle from prospecting to closing • Develop expertise in the financial advisor industry to identify strong prospects for the Smart Advisor platform • Collaborate with company leadership to evaluate strategies for generating revenue • Operate with integrity and follow organizational Rules of Engagement • Maintain organized contacts and outreach activity in Salesforce

🎯 Requirements

• 1–3 years of full sales cycle experience and/or experience in a Sales Development role • Experience in inside sales, cold calling, or transactional sales • Ability to drive deals independently in a fast-paced, dynamic environment • Comfortable speaking to and persuading prospective clients by phone • Ability to make 100+ calls per day • Salesforce experience preferred but not required • Attention to detail, organization, and time-management skills preferred • Excellent interpersonal and communication skills preferred

🏖️ Benefits

• Fully remote work within the contiguous U.S. • Multiple medical, dental, and vision plan options • Company-paid Life/AD&D coverage • Supplemental life and disability plan options • 401(k) with employer match • FSA and HSA options • Equity packages offered for every role • Generous vacation, sick, and parental leave policies • Pet insurance • Home office stipend • Employee Assistance Program (EAP) • Up to $130,000 OTE for specified locations • RSUs for specified locations

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