About Us:

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. 2021) 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 500™ lists of fastest-growing companies in 2021, SmartAsset recently 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. For more information, please visit SmartAsset.com.

About You:

You’ve got a perfect combination of energy, compassion, curiosity, and competitiveness.

Required Skills and Experience:

• 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:

• 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

Perks:

We offer highly competitive compensation, including equity, with significant upside for high performers.  Comprehensive benefits, lots of perks, and a collaborative workspace environment