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SmartFinancial

Digital insurance marketplace with data-driven insights

Inside Sales Representative

Account ExecutiveConfirmed live in the last 24 hours
Full-timeIrvine, CA, USA

About the Job

Requirements

  • Strong phone presence and ability to build rapport.
  • Proven ability to close sales and hit targets.
  • Experience running full sales cycles.
  • Comfort using CRM and sales automation tools.

Responsibilities

  • Make 150–250 outbound calls per day to insurance agents and agencies.
  • Pitch the platform, run full sales cycles, and close deals.
  • Build client relationships and manage the sales pipeline.
  • Keep CRM activity accurate and up to date.

Desired Qualifications

  • Background in B2B, inside sales, digital marketing, 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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