Inside Sales Representative (CA, OH)

Reposted 7 Days Ago
Be an Early Applicant
3 Locations
In-Office
80K-200K Annually
Junior
Consumer Web • Fintech • Insurance • Marketing Tech
SmartFinancial offers smarter insurance products, delivered by people and powered by technology.
The Role
As an Inside Sales Representative, you conduct high-volume outreach to insurance agents, educate clients about products, and manage the sales cycle while achieving targets and maintaining CRM records.
Summary Generated by Built In

Join SmartFinancial. Fuel Agency Growth with Cutting-Edge Tech!

SmartFinancial is one of the fastest-growing, tech-enabled insurance marketplaces in the country and a multi-year “Best Place to Work.” We help insurance agencies grow faster with powerful tech, premium leads, and world-class support. We offer a $45,000 Base + UNCAPPED COMMISSION!

Inside Sales Representative – What You’ll Do
  • Make 150–250 outbound calls/day to insurance agents and agencies
  • Pitch our platform, run full sales cycles, and close deals
  • Build strong client relationships and manage your pipeline
  • Keep CRM activity accurate and up to date
What You Bring
  • Strong phone presence + natural rapport-building
  • Proven closer who thrives on hitting targets
  • Experience running full sales cycles
  • Comfortable with CRM and sales automation tools
  • Fast-moving, adaptable, and resilient
  • Bonus: B2B, inside sales, digital marketing, or insurance background
Comp & Benefits
  • Base: $45,000 + UNCAPPED commission
  • Most reps earn $80k–$150k+; top performers exceed $200k
  • Upfront + residual commission
  • Health benefits, 401(k) match, paid training
  • Incentives: referral bonuses, cash giveaways, team prizes
  • Clear path for growth. We promote from within!
Why You’ll Love SmartFinancial

We’re a high-energy, supportive team with big goals and even bigger opportunities as we expand. Whether you work in-office or remote, you’ll get elite training, easy-to-use tools, and a culture that celebrates wins.

Plus: fun events (beach days, yacht parties, cook-offs), lots of swag, and our pink-glasses-wearing quirky mascot, Penny!

If you’re looking to combine a rewarding sales career with a supportive, growth-focused company- this might be the place for you.

Skills Required

  • Proven negotiation and closing skills
  • Experience managing the full sales cycle
  • Familiarity with CRM systems
  • Strong phone and interpersonal skills
  • Background in B2B or B2C sales
Am I A Good Fit?
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The Company
Costa Mesa, CA
250 Employees
Year Founded: 2012

What We Do

We are a technology company that’s shaking up the insurance industry one policy at a time. SmartFinancial has revolutionized the insurance-buying experience with a transparent insurance-technology platform that pairs people with the right insurance carrier. Founded by a team of insurance and technology experts, SmartFinancial focuses on delivering measurable results and exceptional customer service. We provide a similar resource for insurance partners as they adopt the new technology platform to reach the right consumers. SmartFinancial operates an innovative real-time marketplace that gives insurance clients the ability to optimize marketing campaigns and maximize ROI.

Why Work With Us

Our people are our greatest asset so we have built a company culture that promotes open mindedness. Everyone is encouraged to share ideas and work together. We value diversity of perspectives and talents and have created an environment where you can share all your skills.

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