Full-Time

Sales Trainer

Updated on 3/14/2025

SmartAsset

SmartAsset

201-500 employees

Provides financial decision-making tools and resources

Compensation Overview

$74k - $122kAnnually

+ Equity + Benefits

Mid, Senior

Remote in USA

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents - Minimum Salary of $74k to $122k + equity + benefits.

Category
Customer Success Management
Sales & Account Management
Required Skills
Adobe Photoshop
Public Speaking
PowerPoint/Keynote/Slides
Requirements
  • 3+ years of experience as a Sales Trainer or similar role with 6 years of total work experience, bonus points if in a previous remote or quota carrying role.
  • Intermediate experience with visual communication & design tools (e.g. Google Slides, MS Publisher, Photoshop, etc).
  • Deep familiarity with most popular sales methodologies and frameworks.
  • Certifications or credentials in Selling, Sales Methodologies, or Public Speaking.
  • Proven track record of thriving in a fast-paced, agile, and collaborative cross-team environment.
  • Exceptional stakeholder management skills, with a history of building and maintaining strong relationships by involving the right people at the right time.
  • Past quota carrying experience, a major plus.
  • Bachelor’s Degree.
Responsibilities
  • Lead virtual training sessions: conduct training sessions for sales representatives, managers, and other staff members.
  • Evaluate training effectiveness: evaluate the effectiveness of the training program by collecting feedback from participants, analyzing performance data, and making recommendations for improvements.
  • Develop training materials: create new or iterate on current training materials such as presentations, handouts, and videos to support the training program.
  • Develop customer facing sales enablement materials: design and curate public facing content to be used by sellers to highlight SmartAsset products, services, features.
  • Collaborate with sales leadership and operations: work closely with sales leadership and operations to identify training needs and develop training programs that align with the company's goals and priorities.
  • Stay up-to-date with sales trends and best practices: stay current with industry trends and best practices in sales training to ensure that the training program remains relevant and effective.
  • Mentor and coach sales trainers and sales employees: provide one-on-one coaching and mentoring to sales representatives to help them improve their skills and performance.
  • Provide ongoing support: stay apprised of the sales teams’ training needs and provide ongoing support to sales reps, managers, and other staff members to reinforce the skills and knowledge learned during training.
Desired Qualifications
  • Bonus points if in a previous remote or quota carrying role.
  • Past quota carrying experience, a major plus.

SmartAsset provides a range of free, interactive tools and calculators that help individuals make informed financial decisions. These tools address various financial topics such as home buying, refinancing, retirement planning, life insurance, taxes, investing, and personal loans. Created by personal finance experts, SmartAsset ensures that users receive reliable and accurate information. The company targets individuals who may not have the time or expertise to create detailed financial models, offering easy-to-use resources that simplify complex financial choices. Unlike many competitors, SmartAsset generates revenue through partnerships and advertising, connecting users with local financial advisors and earning fees for referrals, as well as earning affiliate commissions from financial product sign-ups. The goal of SmartAsset is to empower users to navigate personal finance confidently and make smarter financial decisions.

Company Size

201-500

Company Stage

Series D

Total Funding

$156.1M

Headquarters

New York City, New York

Founded

2011

Simplify Jobs

Simplify's Take

What believers are saying

  • SmartAsset benefits from growing interest in digital financial tools among millennials and Gen Z.
  • The company is well-positioned in the expanding financial wellness market promoting financial literacy.
  • Rising demand for personalized financial advice supports SmartAsset's business model.

What critics are saying

  • Emerging fintech startups offering similar tools could dilute SmartAsset's market share.
  • Rapid evolution of AI-driven platforms may outpace SmartAsset's current technology.
  • Changes in consumer privacy regulations could impact SmartAsset's data collection practices.

What makes SmartAsset unique

  • SmartAsset offers a comprehensive suite of free, interactive financial tools and calculators.
  • The company connects users with financial advisors, earning fees for successful referrals.
  • SmartAsset's resources are created by personal finance experts, ensuring reliable information.

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Benefits

Remote flexibility

Medical, dental, & vision coverage

Life/AD&D insurance

FSA

401K

Equity packages

PTO

Parental leave

EAP

Pet insurance

Home office stipend

Health & wellness stipend

Monthly food delivery stipend

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-1%
CJOnline
Dec 23rd, 2024
How a financial tech company ranked colleges in Kansas for best value

Washburn University was among Kansas's top 10 "best value colleges," according to SmartAsset, an American financial technology company.

Citywire
Nov 4th, 2024
SmartAsset launches two client prospecting tools

New York City-based RIA referral platform SmartAsset has announced the launch of two tools designed to help advisors monitor the engagement of prospective new clients.

Carolina Coast Online
Aug 30th, 2024
CCC makes top 10 in America's Best Community Colleges study

SmartAsset, a financial technology company, ranked CCC number 9 in the online ranking of America's Best Community Colleges for 2024, according to a press release issued Aug. 29.

Citywire
Aug 13th, 2024
SmartAsset launches marketing platform extension for new advisors

SmartAsset, an RIA referral company that connects individual investors to financial advisors, has launched a new platform aimed at recently-established RIAs.

PennLive
Jul 22nd, 2024
This Pa. county has the 'most purchasing power' in the state

SmartAsset - which is described by its about page as "committed to publishing the most accurate and actionable advice, personalized calculators and education tools to help people navigate life's big personal finance decisions" - annually releases its "Cost of Living Calculator" that allows for people to compare and contrast just that across the United States.