Job Description

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology

Please Note: This is an in-office position located at our Newport Beach, CA office!

Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies. 

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners. We are looking for the BEST sales talent out there. Enjoy uncapped commissions, with reps earning between $70K–$120K in commissions and performance bonuses.

What You’ll Do

As an Inside Sales Representative, you’ll be an integral part of our team, and you'll be tasked with:

• High-Volume Outreach: Conduct 150-250 outbound calls daily to insurance agents and agencies.
• Sales and Education : Educate potential clients about our products and services, and drive sales.
• Target Achievement:  Meet or exceed agreed-upon sales targets.
• Client Relationship Building: Network and establish strong relationships with new clients.
• Sales Cycle Management: Handle the entire sales process from initial contact to deal closure.
• CRM Management: Maintain accurate records of all sales activities and client interactions in our CRM system.

What We’re Looking For

• Rapport Building:  Ability to connect with clients quickly and effectively.
• Phone and Interpersonal Skills:  Strong skills in handling objections and building relationships over the phone.
• Sales Expertise:  Proven negotiation and closing skills, with a history of meeting or exceeding sales goals.
• Sales Cycle Management:  Experience managing the full sales cycle, from prospecting to closing.
• CRM Proficiency:  Familiarity with CRM systems and sales automation tools.
• Adaptability:  Thrive in a fast-paced, dynamic work environment.
• Preferred Experience: Background in B2B sales, Inside Sales, Telesales, Solar, Digital Marketing, or B2C sales (e.g., debt consolidation, tax relief, insurance).

What We Offer

• Competitive Base Salary: Start with a $3,000/month base, with quarterly adjustments.
• Lucrative Commissions: Higher payouts per sale, plus three months of recurring commissions on closed deals.
• Uncapped Earning Potential: Our reps earn between $70K–$120K+ in commissions and bonuses.
• Comprehensive Benefits:  High-quality health insurance and a 401k plan with company match.
• Incentives: Employee referral bonuses, daily and weekly cash giveaways.
• Training and Development: Extensive paid product training and world-class inside sales training.
• Career Growth:  Advancement opportunities with a focus on promoting from within.

Why You’ll Love It Here

At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed.

We’d especially like to highlight our  World Class Culture , which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is. 

We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait. 

Join SmartFinancial and become a key player in driving growth for insurance agencies.  Apply now , and let’s achieve success together!

SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law. To learn more about our results-focused culture and employee-focused perks, read more on our  careers page .

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