Business Development Representative

Posted 2 Days Ago
Hiring Remotely in United States
Remote
80K-150K Annually
Mid level
Consumer Web • Fintech • Insurance • Marketing Tech
SmartFinancial offers smarter insurance products, delivered by people and powered by technology.
The Role
As a Business Development Representative at SmartFinancial, you will arrange webinars, collaborate with Sales and Client Success teams to enhance client accounts, conduct product demos, and seek new business opportunities while representing the company at various events.
Summary Generated by Built In

Description

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology

Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies. 

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.

The compensation for this position is $80,000-$150,000 annually.


What You'll Do

  • Arrange webinar appointments with District Managers, Territory Leaders, and carrier representatives that allow us to connect with large groups of agents.
  • Act as the liaison between our Sales and Client Success teams to identify areas of improvement and opportunities within active accounts.
  • Communicate clearly and effectively with Client Success Managers/Account Managers to highlight accounts that need attention.
  • Conduct webinars and demos of our product to a wide audience.
  • Represent SmartFinancial at trade shows, conferences, or any “in-person” events.
  • Proactively seek new business opportunities in the market and manage the full sales cycle.

What We're Looking For

  • 3 years of Sales experience
  • Proven work experience as a Business Development Representative, Sales Account Executive or similar role
  • Track record of achieving sales quotas
  • Previous experience performing demos via platforms like Zoom or Webex
  • Strong phone and interpersonal skills
  • Ability to build rapport with clients
  • Detail oriented and well organized
  • Coachable and quick learner
  • Insurance producer experience as a plus

What We Offer

  • Base plus Commissions and Performance Bonuses
  • Comprehensive Health Coverage: Health, dental, and vision insurance for you and your dependents.
  • Retirement Plans: 401(k) retirement plan with company matching contributions.
  • Paid Time Off: Generous PTO, holidays, and extensive paid product training.
  • Professional Development: Opportunities for career growth and advancement within a supportive environment that values employee development.
  • Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities.

Why You'll Love It Here

  • World-Class Training,
  • 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 and energetic environment


We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is. 

We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait. 

Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together!

SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our .

The Company
Costa Mesa, CA
250 Employees
On-site Workplace
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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