Sales Development Representative

| Greater NYC Area
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

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.  


JOB DESCRIPTION:


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

Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • jQueryLibraries
    • ReactLibraries
    • DjangoFrameworks
    • PostgreSQLDatabases

Location

NoHo is a trendy neighborhood where creative meets chic.

An Insider's view of SmartAsset

What are some social events your company does?

We have a happy hour in the office every Friday at 4, which is such a nice way to end each week a little early and hang out with your colleagues. We also get to do awesome team events each quarter if we hit our goals. My team has done things like ax throwing, pasta making classes, fancy dinners, and go-karting!

Amanda

Director of Paid Acquisition

What projects are you most excited about?

SmartAsset's focus on their users opens opportunities for developers, product managers and stakeholders to collaborate for the most seamless user experience. The tech team is always implementing the most up to date technologies for the project ranging from telephony, state machines, front and back end frameworks, etc.

Brett

Software Engineer

What makes someone successful on your team?

True to one of our core Smart Values of being data driven, everyone on the team must know their data inside and out. Each individual on the team uses data to not only tell a story of what is happening, but also to gain insights into new possibilities. Some of the biggest opportunities the team pursues are the result of being data driven.

Mihir

Vice President of Business Development

How do you make yourself accessible to the rest of the team?

We have a real "roll up a chair and chat" kind of culture, whether it is problem solving or just checking in. I sit in a very visible spot in the office with a small stool next to my desk for impromptu chats and catch ups.

Suzanne

SVP Sales

How do you collaborate with other teams in the company?

One of SmartAsset’s core values is that we collaborate and you can really see it in play every day at the office. For every project, we work cross-functionally to determine our path forward. We know that by working together, we can build the best products for our users.

Laura

Product Manager

What are SmartAsset Perks + Benefits

SmartAsset Benefits Overview

SmartAsset offers a wide variety of programs and services and is committed to helping our employees in and out of the office. SmartAsset offers a 401(k) match that immediately vests as well as a wide variety of medical and dental benefits (some plans that are 100% costs are covered) and supplemental insurance through its partnership with TriNet. SmartAsset also offers Education Reimbursement, Employee Candidate Referral Bonus, 12 paid holidays per year as well as paid time off. In the new work environment of 2020, working from home has become the new normal and to make all employees have a comfortable and reliable workspace, SmartAsset offers work from home stipend. Our company culture is important to us and we continue to grow together in an environment that is inclusive, diverse and collaborative. This includes Friday Tastings, SmartStart (a mentorship program that partners with a NYC high school to teach students financial literacy), SmartAlliance (an employee group that celebrates allyship for marginalized groups, the LGBTQ community, and overall is dedicated to racial/social justice and equality), our dedicated Diversity, Equity, and Inclusion team (a diverse representation of employees across the organization that raise awareness, promote, and work to implement diversity and inclusion initiatives in the workplace), SmartValues Champions (a group of employes with representation from all departments that defined and implemented the company’s core values), and Women Who Startup, (an internal women’s networking group dedicated to empowering women and gender minorities to support one another both personally and professionally within the SmartAsset community). SmartAsset continues to give back to the community, even after transitioning to a remote environment. The company finds ways to partake in charitable endeavors throughout the year, by organizing virtual charity events and initiatives related to COVID-19, Breast Cancer Awareness month, and other philanthropic or humanitarian causes. There are also a variety of cultural offerings such as book club, meditation sessions, virtual coffee calls, and SmartGames (offering games, contests, and wellness tips for all employees).

Culture
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
Recreational Clubs
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and learns
More Jobs at SmartAsset37 open jobs
All Jobs
Finance
Data + Analytics
Dev + Engineer
Marketing
Operations
Product
Sales
Developer
new
New York
Product
new
New York
Data + Analytics
new
New York
Developer
new
New York
Marketing
new
Remote
Developer
new
New York
Product
new
New York
Marketing
new
Remote
Marketing
new
Remote
Sales
new
Remote
Marketing
new
Remote
Sales
new
Remote
Data + Analytics
new
Remote
Finance
new
Remote
Operations
new
New York
Sales
new
Remote
Operations
new
Remote
Sales
new
Remote
Marketing
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Marketing
new
Remote
Sales
new
New York
Sales
new
New York
Developer
new
New York
Developer
new
New York
Developer
new
New York
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView SmartAsset's full profileSee more SmartAsset jobs