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.
Financial Modelling • Personal Finance • Money • Financial Advisors • Retirement
January 22
🏄 California – Remote
⛰️ Colorado – Remote
+6 more states
💵 $75k - $130k / year
⏰ Full Time
🟢 Junior
🧑💼 Account Executive
🚫👨🎓 No degree required
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.
Financial Modelling • Personal Finance • Money • Financial Advisors • Retirement
• 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
• 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
• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US(MST, CST, or EST). • Medical, Dental, Vision - multiple packages available based on your individualized needs • Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available • Supplemental Short-term and Long-term Disability • FSA: Medical and Dependant Care • 401K • Equity packages for each role • Time Off: Vacation, Sick and Parental Leave • EAP (Employee Assistance Program) • Financial Literacy Mentoring Program • Pet Insurance • Home Office Stipend
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