A LITTLE ABOUT US:
SmartAsset is the web's premier destination for financial advice, reaching an audience of more than 35 million people per month. We are a venture-backed, fintech company that licenses proprietary investment tools to over 120 websites, including the most notable names in financial news such as CNN, Marketwatch, Barron’s, and Forbes. Our SmartAdvisor platform connects high-intent investors with local financial advisors in their area, fulfilling our mission to empower people to make smarter financial decisions.
A LITTLE ABOUT YOU:
You’ve got a perfect combination of energy, compassion, curiosity, and competitiveness. The ideal candidate should be:
Self-motivated and disciplined with the ability to work effectively without micromanagement
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Organized, detail-oriented, with excellent time-management skills
Comfortable in the fast-paced, high growth environment of a startup
Enthusiastic about learning and sharing ideas and strategies that align with the sales team's goals.
Cold-calling or prospecting experience is preferred, but not required.
As a member of the Direct sales team, you’ll be responsible for making a high volume of outbound calls to financial advisors to educate them on the key value propositions of the SmartAdvisor platform. Responsibilities include:
Making cold calls, sending outbound emails, and following up with advisors
Collaborating with company leadership to vet and research different strategies for improving customer education
Providing accurate reporting in CRM system
Applying feedback quickly with thoughtful preparation ahead of weekly 1:1s with your manager
Becoming an expert in the financial advisor industry to better help advisors and identify new opportunities to help them
We offer highly competitive compensation, including equity, with significant upside for high performers. Comprehensive benefits, lots of perks, and a collaborative workspace environment