Offer summary

Qualifications:

Minimum 1 year of telephone sales or call center experience., Strong communication skills, including email and phone presence., Ability to learn quickly and adapt to changing needs., Organized, detail-oriented, with excellent time-management skills..

Key responsibilities:

Interact with consumers via phone, email, SMS, and live chat.

Guide users through matching with financial advisors and schedule meetings.

Build relationships with financial advisor partners.

Document customer interactions and provide feedback for improvement.

Job description

About SmartAsset:

SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions, reaching over an estimated 59 million people each month (as of January 2025) through our educational content and personalized calculators and tools. To extend our mission, we also operate SmartAsset Advisor Marketing Platform (AMP), which helps connect consumers with fiduciary financial advisors. SmartAsset has earned recognition on the Inc. 5000 (#2574 in 2023) and Deloitte Technology Fast 500™ (#250 in 2022) lists. Currently, SmartAsset ranks on Y Combinator’s list of Top 100 Companies. A successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

*Other than application and licensing fees, SmartAsset did not provide compensation for the aforementioned awards.

About the Job:

We are seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with financial advisors throughout the country.

Client Experience Specialists are the frontline voice for the company and play an integral part of our success as we facilitate communication and schedule meetings between investors and financial advisors. You will play a substantial role in driving that success.

This is a remote position with a fixed schedule of Monday through Friday from 9am to 6pm EDT.

Responsibilities:

Interact with consumers via phone (inbound and outbound), email, SMS text and live chat.
Guide SmartAsset users through the process of matching and meeting with financial advisors
Call users expressing interest in speaking with financial advisors to schedule calls with financial advisors
Build valuable relationships with our financial advisor partners
Leverage customer service skills and scripted talking points to deliver personalized service
Document and communicate user challenges
Document all customer interactions and outcomes in our internal CRM
Meet personal/team qualitative and quantitative targets
Drive innovation by providing thoughtful feedback
Other projects and duties as assigned

Skills/Experience you have:

1+ years telephone sales or relevant call center experience
Experience with multi-channel support (call, email, chat, SMS, social media) preferred
Strong communication skills (Including Email) and a great phone presence
Strong email writing skills with attention to detail
Ability to learn and quickly adapt based on user and business needs
Comfortable in a fast-paced, high growth environment
Organized, detail-oriented, and excellent time-management skills
Must be available to work some holidays or weekends during peak seasons

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer
Must be able to communicate via phone calls and/or video conferences (mainly for concierge and sales roles)

Available Benefits and Perks:

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

SmartAsset is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at Recruiting@smartasset.com.

California, Colorado, Connecticut, Maryland, Nevada, Rhode Island, Washington, and New York City residents* $45k + $15k Variable Commission + equity + benefits.

Salary at SmartAsset is determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location within the contiguous United States

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