Account Executive

This is a fully remote position, open to applicants in California, +7 more states.

📋 Description

• Comfortable working in a high-volume sales environment and meeting monthly quotas.

• Recognizing and cultivating potential new clients through prospecting and cold outreach efforts.

• Offering comprehensive information to prospective customers and educating them on the features and advantages of SmartAsset’s platform.

• Adopting a consultative approach with clients by understanding their business needs, articulating ROI, and employing a strong closing strategy.

• Managing the entire sales cycle, from prospecting to closing deals.

• Becoming proficient in the financial advisor industry to effectively identify suitable advisor prospects for the Smart Advisor platform.

• Collaborating with company leadership to evaluate and research various strategies for increasing revenue while operating with high integrity and adhering to organizational Rules of Engagement.

• Staying organized and maintaining contacts and outreach efforts in Salesforce.

⛳️ Requirements

• 1-3 years of experience in the full sales cycle and/or in a Sales Development role, ideally in a fast-paced, high-growth startup environment.

• Experience in inside sales, cold calling, or transactional sales roles.

• Capability to drive deals independently in a fast-paced and dynamic environment.

• Comfortable engaging with and persuading prospective clients over the phone, making 100+ calls per day.

🏝️ Benefits

• Fully Remote Work: All positions are entirely remote within the contiguous U.S., providing you the flexibility to perform your best work from your optimal location.

• Comprehensive Health Coverage: A variety of Medical, Dental, and Vision plan options through reputable national carriers—allowing you to select what best suits your needs.

• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to include supplemental life and disability plans for added peace of mind.

• Financial Wellness: 401(k) with employer matching, pre-tax savings through FSA and HSA options, and equity packages available for every role.

• Time Off That Works: Generous vacation, sick, and parental leave policies—because achieving balance is important.

• Additional Perks: Pet insurance, home office stipend, and an Employee Assistance Program (EAP).