Remote Account Executive

Summary

The job is for an Account Executive at SmartAsset, a fast-growing financial advisory company. The role involves high-volume sales activities, prospecting, cold outreach, and managing the full sales cycle. The ideal candidate has 3-5 years of full sales cycle experience or Sales Development role, preferably in a fast-paced startup environment.

Requirements

3-5 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment

Responsibilities

• Comfortability working in a high volume activity/sales environment and being on monthly quotas
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
• Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach
• Owning the full sales cycle, from prospecting to closing
• Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform
• Collaborating with company leadership to vet and research different strategies for generating more revenue
• Operating with a high level of integrity and able work within organizational Rules of Engagement
• Staying organized, maintaining contacts and outreach in Salesforce

Preferred Qualifications

• Attention to detail; excellent organization and time-management skills
• Comfortable in a fast-paced, high-growth startup environment
• Salesforce experience preferred but not required
• Team player who possess excellent interpersonal skills and communication skills

Benefits

• All roles at SmartAsset are currently and will remain remote - flexibility to work from anywhere in the Contiguous US
• Medical, Dental, Vision - multiple packages available based on your individualized needs
• Life/AD&D Insurance - basic coverage at 100% company paid, additional supplemental available
• Supplemental Short-term and Long-term Disability
• FSA: Medical and Dependant Care
• 401K
• Equity packages for each role
• Time Off: Vacation, Sick and Parental Leave
• EAP (Employee Assistance Program)
• Financial Literacy Mentoring Program
• Pet Insurance
• Home Office Stipend