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SmartFinancial

Digital insurance marketplace with data-driven insights

Inside Sales Representative

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNewport Beach, CA, USAIn-person

About the Job

Requirements

  • Connect with clients quickly and effectively.
  • Handle objections and build relationships over the phone.
  • Demonstrate negotiation and closing skills and a history of meeting or exceeding sales goals.
  • Have experience managing the full sales cycle, from prospecting to closing.
  • Be familiar with customer relationship management (CRM) systems and sales automation tools.
  • Thrive in a fast-paced, dynamic work environment.

Responsibilities

  • Conduct 150–250 outbound calls daily to insurance agents and agencies.
  • Educate potential clients about products and services and drive sales.
  • Meet or exceed agreed-upon sales targets.
  • Network and establish strong relationships with new clients.
  • Handle the entire sales process from initial contact to deal closure.
  • Maintain accurate records of sales activities and client interactions in the CRM system.

Desired Qualifications

  • Background in business-to-business sales, inside sales, telesales, solar, digital marketing, or business-to-consumer sales such as debt consolidation, tax relief, or insurance.

About the Company

SmartFinancial

Digital insurance marketplace with data-driven insights

SmartFinancial operates as a digital insurance marketplace that connects consumers with insurance providers through its proprietary platform, Insurance.io. It collects data-driven insights to match users with relevant quotes and coverage options, enabling easy comparison and selection of insurance plans. The product works by leveraging Insurance.io to analyze consumer information and provider offerings, surfacing tailored quotes from multiple insurers in a single experience. This differentiates SmartFinancial from competitors by using its data-driven platform to deliver broader access to coverage and faster, more transparent comparisons across a wide network of insurers. The company’s goal is to simplify purchasing insurance, improve transparency in pricing, and help consumers find suitable coverage quickly.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Costa Mesa, CA
Founded
2012

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