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Account Executive
Remote
Posted on 1/6/2023
INACTIVE
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Cold Calling
Sales
Salesforce
Communications
Requirements
  • 1-3 years proven track record of success in a performance based sales role
  • Experience in an inside sales, cold calling, transactional sales role
  • Ability to drive deals independently in a fast-paced, dynamic environment
  • Comfortable speaking to and persuading prospective clients on the phone
  • Attention to detail; excellent organization and time-management skills
  • Comfortable in a fast-paced, high-growth startup environment
  • Salesforce experience preferred but not required
  • Team player who possess excellent interpersonal skills and communication skills
Responsibilities
  • Identifying and developing potential new clients through prospecting and cold outreach
  • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset's platform
  • Having a consultative approach with clients by understanding their business needs
  • Owning the full sales cycle, from prospecting to closing
  • Responding to email queries, and converting financial advisor leads into client relationships
  • Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform
  • Collaborating with company leadership to vet and research different strategies for finding and converting both inbound and cold leads
  • Operating with a high level of integrity and able work within organizational Rules of Engagement
  • Maintaining contacts and outreach in Salesforce
SmartAsset

51-200 employees

Consumer financial information & advice platform
Company Overview
SmartAsset's mission is to help people make smart financial decisions. The company has created a national marketplace connecting consumers to financial advisors to help people navigate life’s big personal finance decisions.
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
Company Core Values
  • We empower users
  • We trust each other
  • We rise & adapt
  • Data fuels our decisions
  • We collaborate