Inside Sales Representative

SmartFinancial is a leading innovator in the insurance industry, providing cutting-edge solutions to support Insurance Agents and enterprise clients. We are on a mission to transform the way insurance is marketed and sold through technology-driven strategies and compelling storytelling. Join our dynamic team and help us shape the future of insurance marketing.

We are seeking a motivated and dynamic Inside Sales Representative with a passion for sales. This role will be responsible for engaging with potential clients, understanding their insurance needs, and providing tailored solutions to drive sales and customer satisfaction. If you are a persuasive communicator with a knack for closing deals, we want you on our team!

Key Responsibilities:

High-Volume Outbound Calls:

• Engage with potential insurance agents/companies through outbound calls, making over 150 calls a day

Lead Generation and Prospecting:

• Identify and qualify potential leads to build a robust sales pipeline

Sales Presentations and Demonstrations:

• Conduct virtual presentations and product demonstrations to potential clients
• Articulate the value propositions and benefits of the company’s products and services

Sales Cycle Management:

• Manage the entire sales cycle from prospecting to closing deals
• Negotiate terms and agreements to close sales effectively

CRM and Sales Tools Utilization:

• Maintain accurate records of all sales activities and client interactions in the CRM system
• Utilize sales automation tools to streamline the sales process and improve efficiency

Performance Tracking and Reporting:

• Track key performance metrics and sales targets

Requirements

• 2+ years of experience in B2B sales, Inside Sales, telesales, or call center environments (preferred)
• Strong phone and interpersonal skills, with the ability to handle objections and build rapport quickly
• Deadline and detail-oriented, with the ability to manage multiple tasks and meet deadlines
• Strong negotiation and closing skills with a track record of meeting or exceeding sales targets
• Experience managing the full sales cycle, from prospecting to closing deals
• Experience making over 100 calls a day, including both cold and warm calls
• CRM experience and proficiency in sales automation tools
• Ability to thrive in a fast-paced, dynamic environment
• Previous sales experience in Solar, Digital Marketing, or B2C sales (e.g., debt consolidators, tax relief, insurance agents) is a plus

Benefits

• Health & Wellness: Comprehensive health insurance, including dental, vision, and life insurance plans
• Financial Security: 401(k) with company match to help secure your financial future
• Professional Development: Extensive paid product training to support your growth and success
• Rewards & Incentives: Employee referral bonus for bringing talented individuals to our team
• Work-Life Balance: Generous paid time off and holidays to recharge and enjoy life outside of work
• Career Growth: Opportunities for advancement and career growth within a supportive work environment that values employee development

Compensation:

• Base Pay: $17.10 Hourly base plus UNCAPPED Commissions and Performance Bonuses
• First Year On-Target Earnings (OTE): $80,000
• Top Performers: Surpassing $150,000 in their second year

Work Schedule:

• Monday to Friday, 6:00 AM to 3:00 PM PST
• Onsite at our Newport Beach, CA office

Join our team at SmartFinancial, where innovation meets dedication. Discover limitless opportunities for growth in a supportive environment that values your development. Apply today and be part of a company recognized as one of the “Best Places to Work” in Orange County four years in a row.