- 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
- Owning the full sales cycle, from prospecting to closing
- Responding to email queries, and converting financial advisor leads into client relationships
- 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 finding and converting both inbound and cold leads
- Operating with a high level of integrity and able work within organizational Rules of Engagement
- Maintaining contacts and outreach in Salesforce
- 1-3 years proven track record of success in a performance based sales role
- 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
- Attention to detail; excellent organization and time-management skills
- Comfortable in a fast-paced, high-growth startup environment
- Salesforce experience preferred but not required
- Team player who possess excellent interpersonal skills and communication skills
- All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US.
- Medical, Dental, Vision - multiple packages available based on your individualized needs
- Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
- Short-term and Long-term Disability
- FSA: Medical and Dependant Care
- 401K -
- Equity packages for each role
- Time Off: PTO, 3 Month Paid Parental Leave, Secondary Caregiver Leave
- EAP (Employee Assistance Program)
- Employee Resource Groups supporting our underrepresented communities
- Pet Insurance
- Home Office Stipend
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Account Executive May 2024 Start - Remote, United States - SmartAsset
1 month ago
Description
About SmartAsset:
SmartAsset is an online destination for consumer-focused financial information and advice that powers SmartAdvisor, a national marketplace connecting consumers to financial advisors. Reaching approximately 75 million people each month (as of Sept through its educational content and personalized calculators and tools, SmartAsset's mission is to help people make smart financial decisions. Ranked on the Inc. 5000 and Deloitte Technology Fast 500TM lists of fastest growing companies in 2021, SmartAsset closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator's list of Top 100 Companies of all time and Forbes' list of America's Best Startup Employers in 2020.
About the Job:
*Please note that is a slated early May 2024 start date*
Skills / Experience You Have:
Skills / Experience Preferred:
Available Benefits and Perks:
SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at
California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $75,000 base salary and up to $130,000 OTE + RSUs + benefits.
Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States.
