SmartFinancial

Costa Mesa, California, USA
250 Total Employees
Year Founded: 2012

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Jobs at SmartFinancial

Search the 3 jobs at SmartFinancial

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As an Inside Sales Representative at SmartFinancial, your role involves conducting high-volume outbound calls, educating clients on services, achieving sales targets, managing client relationships, and maintaining records in the CRM system.
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As an Inside Sales Representative, you will conduct high-volume outreach to insurance agents, educate clients about products, achieve sales targets, build client relationships, manage the sales cycle, and maintain records in the CRM system.
18 Days Ago
Newport Beach, CA, USA
Consumer Web • Fintech • Insurance • Marketing Tech
As an Account Manager at SmartFinancial, you'll build and strengthen client relationships, customize product solutions, conduct account reviews, and exceed revenue targets by ensuring client satisfaction. You will also serve as the primary contact for clients, providing support and resources to help them achieve their business goals.