Account Executive

SmartAsset
United States
Workplace: RemoteFull timeUSD 75,000 - 130,000 annuallyFunction: SalesExperience: 1-3 yearsSkills: ["Communication","Organization","Time-management","Teamwork","Adaptability"]

Drive full-cycle inside sales for SmartAsset’s Advisor Marketing Platform by prospecting and cold outreach to identify new advisor clients. Educate prospective customers on platform features and benefits, use a consultative approach to explain ROI, and close deals against monthly quotas. Become an expert in the financial advisor industry, maintain outreach and contacts in Salesforce, and collaborate with leadership to research revenue-generating strategies.

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FursaFursa
SmartAsset
SmartAsset
2 days ago

Account Executive

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: first listed 1 week ago

Job Summary

Drive full-cycle inside sales for SmartAsset’s Advisor Marketing Platform by prospecting and cold outreach to identify new advisor clients. Educate prospective customers on platform features and benefits, use a consultative approach to explain ROI, and close deals against monthly quotas. Become an expert in the financial advisor industry, maintain outreach and contacts in Salesforce, and collaborate with leadership to research revenue-generating strategies.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Prospect and develop potential new clients through cold outreach
  • •Provide prospective customers with detailed information and educate them on platform features and benefits
  • •Use a consultative approach to understand business needs, explain ROI, and close deals
  • •Own the full sales cycle from prospecting to closing
  • •Maintain organized contacts and outreach in Salesforce while collaborating with leadership on revenue strategies

Pay and Benefits

Salary: USD 75,000 - 130,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kHome Office

Key Requirements

  • •1-3 years of full sales cycle experience and/or Sales Development experience in a fast-paced, high-growth environment
  • •Experience in inside sales, cold calling, and transactional sales
  • •Ability to drive deals independently in a fast-paced, dynamic environment
  • •Comfort speaking with and persuading prospective clients on the phone, making 100+ calls per day
  • •Ability to work on consultative selling with a strong closing approach, including explaining ROI
Experience:1-3 years
Skills:CommunicationOrganizationTime-managementTeamworkAdaptability
Languages:English
Tech Stack:Salesforce

Company Brief

SmartAsset
Provides personal finance advice, calculators, and tools to help consumers make informed financial decisions and connect with financial advisors. Offers content on investing, mortgages, retirement, taxes, and banking alongside data-driven financial planning resources.
Industry: Wealth Management
Company Size: Medium (51 to 250 employees)
Growth: Established Company
Headquarters: New York, United States
Founded: 2012
WebsiteLinkedIn