SmartFinancial
Overview
Join to apply for the
Account Manager
role at
SmartFinancial . This range is provided by SmartFinancial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$66,560.00/yr - $200,000.00/yr What You'll Do
Optimize: Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform Customize: Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision Lead: Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services Achieve: Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind Own It: Serve as the primary point of contact for your clients, ensuring they have the support and resources needed to achieve their business goals with SmartFinancial Excel: Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform What We're Looking For
2+ years of experience in sales or account management, with a focus on building strong relationships with clients Proven ability to connect with insurance agents and understand their unique needs and challenges Experience with high-volume calling Insurance or marketplace experience is highly valued Strong communication and negotiation skills, with the ability to clearly articulate the value of our platform to insurance agents Impeccable attention to detail and a track record of success in sales Adaptability, a quick learning curve, and a commitment to continuous improvement Ability to thrive in a fast-paced, results-driven environment Why You'll Love It Here
Competitive Compensation: $68,640 annual base salary plus uncapped commissions and performance bonuses, designed to reward your success. Our Account Managers start with a competitive first-year OTE of $90k, with top performers earning $100k-$150k by their second year. Comprehensive Benefits: 401k with company match, along with company-sponsored health, dental, and life insurance plans Growth Opportunities: Accelerate your career with our employee referral bonus, extensive paid product training, and clear advancement prospects Flexibility: Top performers enjoy Work From Home opportunities, recognizing your dedication and results Unlimited Potential: Earn a competitive base salary, plus uncapped commission based on your performance, additionally opportunity to earn stock options This role offers a hybrid/remote option based on proximity to the Newport Beach office. 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 that will keep you asking when the next event is. 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 careers page. Seniority level
Associate Employment type
Full-time Job function
Sales
#J-18808-Ljbffr
Join to apply for the
Account Manager
role at
SmartFinancial . This range is provided by SmartFinancial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$66,560.00/yr - $200,000.00/yr What You'll Do
Optimize: Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform Customize: Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision Lead: Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services Achieve: Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind Own It: Serve as the primary point of contact for your clients, ensuring they have the support and resources needed to achieve their business goals with SmartFinancial Excel: Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform What We're Looking For
2+ years of experience in sales or account management, with a focus on building strong relationships with clients Proven ability to connect with insurance agents and understand their unique needs and challenges Experience with high-volume calling Insurance or marketplace experience is highly valued Strong communication and negotiation skills, with the ability to clearly articulate the value of our platform to insurance agents Impeccable attention to detail and a track record of success in sales Adaptability, a quick learning curve, and a commitment to continuous improvement Ability to thrive in a fast-paced, results-driven environment Why You'll Love It Here
Competitive Compensation: $68,640 annual base salary plus uncapped commissions and performance bonuses, designed to reward your success. Our Account Managers start with a competitive first-year OTE of $90k, with top performers earning $100k-$150k by their second year. Comprehensive Benefits: 401k with company match, along with company-sponsored health, dental, and life insurance plans Growth Opportunities: Accelerate your career with our employee referral bonus, extensive paid product training, and clear advancement prospects Flexibility: Top performers enjoy Work From Home opportunities, recognizing your dedication and results Unlimited Potential: Earn a competitive base salary, plus uncapped commission based on your performance, additionally opportunity to earn stock options This role offers a hybrid/remote option based on proximity to the Newport Beach office. 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 that will keep you asking when the next event is. 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 careers page. Seniority level
Associate Employment type
Full-time Job function
Sales
#J-18808-Ljbffr