Account Executive

| Orange County
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Voted as one of the Best Places to Work for and one of the fastest-growing tech companies in the United States 2018, 2019, 2020. is a leading insurance technology company working on building, tools to make insurance comparison shopping better, simpler, and more effective. We are scaling our Insurance Agent business and we are seeking Experienced Inside Sales and Business Growth Representatives to become an integral part of our Inside Sales team! In this role, you will gauge sales opportunities and ultimately onboard perspective Insurance Agents and help them utilize our technology platform for accessing insurance shoppers online.


  • Educate and sell company products and services to new and existing customers clients
  • Handle 100-150 calls/day
  • Schedule and go through demos of our product
  • Reach agreed upon sales targets by the deadline
  • Close and follow up on sales transactions
  • Work closely with Account Management teams to align agent performance and revenue targets
  • Network and build relationships with new and existing client base


  • Previous experience in B2B sales, account management, or other related fields
  • Strong phone and personnel skills
  • Strong negotiation skills
  • Deadline and detail-oriented
  • Ability to build rapport with clients


  • Competitive Base plus Commissions and Performance Bonuses
  • High-quality Health Insurance
  • 401k with Company Match
  • Stock Options
  • Employee Referral Bonus
  • Extensive Paid Product training
  • Daily/Weekly cash giveaways
  • Advancement opportunities - we promote within
  • Fun Office Atmosphere

What it's like to work at SmartFinancial:

  • World Class Inside Sales Training
  • High Volume of Qualified Warm Leads
  • User-friendly sales CRM
  • Be a Part of a Supportive and Dedicated Team
  • Be able to Have Fun and Work Hard at the Same Time
  • Work in a Dynamic, Energetic Environment

Earn a Competitive Base salary, plus unlimited COMMISSIONS based on your performance.

This position is for ambitious salespeople who have the desire to advance their careers while contributing to the company's success.

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Technology we use

  • Engineering
  • Product
    • JavascriptLanguages
    • RubyLanguages
    • SqlLanguages
    • jQuery UILibraries
    • ReactLibraries
    • Twitter BootstrapLibraries
    • angularLibraries
    • AngularJSFrameworks
    • Ruby on RailsFrameworks
    • MongoDBDatabases
    • MySQLDatabases
    • Google AnalyticsAnalytics
    • BalsamiqDesign
    • IllustratorDesign
    • PhotoshopDesign
    • BasecampManagement
    • JIRAManagement

An Insider's view of SmartFinancial

How does your team reward individual success?

Our employees have meaningful career paths and can chart their own path. We are a rapidly growing company, and with growth comes opportunity. I began as an Account Manager and I am now Director of the Account Management team, mentoring and developing a team of world class Account Managers who bring the value we deliver our clients to new levels.


Director of Account Management

What does your typical day look like?

My typical day consists of managing marketing campaigns for insurance agents and delivering success to our clients. I identify products that help clients maximize their investment. Each client receives a customized game plan that is best suited for their individual goals. I love collaborating with them and hearing client success stories!


Associate Client Services Manager

What makes someone successful on your team?

Our team members are the most important part of the company. Each individual brings a unique set of skills and personality traits that makes the company stronger. The balance of self-determination and willingness to support the team is the key to making a new member successful at SmartFinancial.


Product Manager

What are SmartFinancial Perks + Benefits

Volunteer in local community
We offer all employees one day per year to volunteer in the comunity.
Partners with Nonprofits
We have partnered with homeless shelters, food banks, toys for tots, disease advocacy groups and health and wellness organizations, contributing time and resources to their efforts.
Friends outside of work
Eat lunch together
Intracompany committees
We have intracompany committees focused on coordinating events and activities for our employees.
Open door policy
Team owned deliverables
Team based strategic planning
Pair programming
Open office floor plan
Dedicated Diversity/Inclusion Staff
Highly diverse management team
We seek out diversity of background and value it at SmartFinancial.
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
We continuously seek additional and nontraditional sources of candidates to ensure a diverse workforce.
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Team workouts
SmartFinancial's team fitness initiatives include In-office yoga.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
SmartFinancial provides employees with a 401(k) matching plan and we match 50% of contributions up to 6% of an employee's annual gross pay.
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
SmartFinancial provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Restricted work hours
Company sponsored family events
SmartFinancial sponsors family oriented events Semi-annually.
Vacation & Time Off Benefits
Generous PTO
SmartFinancial employees receive between 10 and 25 days per year of paid time off based on years of service.
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
SmartFinancial hosts company outings Quarterly.
Game Room
Our game room includes Ping Pong, Video Games, Darts and Cornhole.
Some Meals Provided
Employees get free lunch on Friday.
Happy Hours
Happy hours are hosted on occasion .
We offer employees free on-site garage parking.
Pet Friendly
SmartFinancial's pet policy is occasional bring your pet to work days.
Professional Development Benefits
Job Training & Conferences
SmartFinancial offers employees professional development opportunities like onsite training courses, the ability to attend job related conferences and seminars.
Diversity Program
Lunch and learns
SmartFinancial hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Paid industry certifications
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