SmartAsset

Account Executive

SmartAsset

full-time

Posted on:

Location Type: Remote

Location: Remote • California, Colorado, Connecticut, Maryland, Nevada, New York, Rhode Island, Washington • 🇺🇸 United States

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Salary

💰 $75,000 per year

Job Level

Junior

About the role

  • 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 SmartAdvisor 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

Requirements

  • 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
  • Experience in an inside sales, cold calling, transactional sales role
  • Ability to drive deals independently in a fast-paced, dynamic environment
  • Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per day.
Benefits
  • Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
  • Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
  • Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
  • Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
  • Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
  • Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
sales cycle experiencecold callingtransactional salesprospectingclosing dealsconsultative sellingROI explanation
Soft skills
communicationpersuasionorganizational skillsintegritycollaborationindependenceadaptability