Account Manager - Hybrid/Remote - California

Account Manager at SmartFinancial

Join a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights!

Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally. We connect top insurance companies with millions of insurance shoppers, offering a platform for ambitious Account Managers to build a solid book of business and create a real career for themselves in a rapidly growing company.

We are seeking high-performing individuals to join our team as Account Managers. You will be responsible for developing a client base from the ground up, cultivating strong relationships with key stakeholders, identifying new business opportunities, and driving revenue growth.

Our Account Managers enjoy a competitive first-year OTE of 90k, with top performers exceeding this and earning $150k-200k annually in their second year.

Key Responsibilities:

• Re-engage closed accounts, drive portfolio growth through strategic outbound sales efforts, and acquire new accounts to expand the client base
• Develop and optimize relationships with prospective and existing clients to maximize revenue through discovery, rapport building, and consistent follow-up
• Tailor product recommendations to meet client' needs, address objections, and identify suitable products
• Conduct Client Account Reviews (CARs) to assess performance, manage budgets, and ensure client satisfaction
• Create and deliver engaging sales presentations, highlighting the benefits of our products and services
• Meet revenue targets through client retention, cross-selling and upselling
• Operate as the lead point of contact for any and all matters specific to your clients
• Provide a best-in-class experience to help our clients achieve their business goals with SmartFinancial’s products and services

Requirements

• 3+ years experience in sales or account management with a focus on hunting new business
• Proven experience in relationship management, with the ability to build rapport with clients and internal teams
• Experience with heavy outbound calling
• Insurance or marketplace experience is a plus
• Strong communication and negotiation skills
• Strong attention to detail and effective phone sales skills
• Ability to adapt quickly, learn new concepts, and continuously drive improvement for success
• Deadline-oriented with the ability to thrive in a fast-paced environment

Work Arrangement:

Newport Beach, California Office
4041 MacArthur Blvd, Suite 210
Newport Beach, CA 92660

• Onsite: If you live within 0-30 miles of our Newport Beach, CA office.
• Hybrid: If you live within 31-45 miles of our Newport Beach, CA office*.
• Remote: If you live within 46-60 miles of our Newport Beach, CA office*.
• Remote: If you live within 61 miles+ of our Newport Beach, CA office (within California).

(*Employees must be onsite for the first two weeks of new hire training.)

Benefits

• $66,560 Salary plus UNCAPPED Commissions and Performance Bonuses
• Employee Referral Bonus
• Comprehensive benefits package including 401k with company match, health, dental, and life insurance plans
• Paid time off, holidays, and extensive paid product training
• Opportunities for advancement and career growth within a supportive work environment that values employee development
• Work-from-home opportunities available for high-performing employees exceeding performance expectations!

Work Schedule:

• Monday to Friday, 6:00 AM to 3:00 PM PST
• Onsite at our Newport Beach, CA office with hybrid and remote work options available based on proximity to the office

If you're a high-performing individual with a passion for sales and account management and a drive to succeed, we want to hear from you! Take the first step towards a fulfilling career at Smart Financial and let's create success together! Apply now!