Account Manager - Newport Beach, CA

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

About Us:

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 individuals who can perform at a high level to join our team. As an Account Manager, 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 by their second year, with uncapped earning potential.

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

Benefits

What we offer:

• $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.
• Office Located in Newport Beach,CA 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!