Business Development Representative

SmartFinancial offers smarter insurance products, delivered by people and powered by technology.

At SmartFinancial, we're on a mission to make the insurance shopping process better, simpler, and more effective. Our transparent insurance-technology platform is changing the way people shop for insurance by pairing them with the right carrier and policy, one policy at a time. Our company was founded by a team of industry experts who are passionate about delivering measurable results and exceptional customer service to all our clients. We're committed to providing the best resources and support to our insurance partners as they adopt our technology platform to reach the right consumers and optimize their marketing campaigns.  We are proud to foster a diverse and inclusive workplace where our employees can thrive and make meaningful contributions to our mission

Voted as one of the Best Places to Work four years in a row, and one of the fastest-growing tech companies!

We are looking for highly driven individuals to help drive strategy, sales, and business development efforts that will contribute to the company's success. Your role will be to seek new business opportunities by contacting and developing relationships with both current and potential customers.

Responsibilities:

• 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 tradeshows, conferences, or any “in-person” events,

• Proactively seek new business opportunities in the market and manage the full sales cycle.

Qualifications:

• 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,

• 401k with Company Match,

• Company-sponsored Health Insurance plans,

• Employee Referral Bonus,

• Extensive Paid Product training,

• Advancement opportunities - We promote within.

What it's like to work at SmartFinancial:

• 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.

Earn a competitive base salary plus supplemental pay.

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

We’re a team of dedicated people who are excited to come to work every day. SmartFinancial offers a fun and engaging company culture in which everyone is encouraged to share ideas and work together. We’re always looking for excited, dedicated people to join our team. SmartFinancial has been named one of the “Best Place to Work” in Orange County four years in a row!