About Us:

SmartAsset is a leading online destination for financial advice that powers SmartAdvisor, the largest marketplace connecting consumers to financial advisors and financial products. Reaching more than 100 million people each month through its educational content and personalized calculators and tools, SmartAsset’s mission is to help people make smart financial decisions. Ranked on the Inc. 5000 list of fastest-growing private companies in 2021, SmartAsset recently closed a $110 million Series D round, valuing the company at over $1 billion. SmartAsset was also named to Y Combinator’s list of Top 100 Companies of all time, 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International, and Forbes’ list of America’s Best Startup Employers in 2020.

About you: The ideal candidate thrives on reaching out to new clients and is able to form strong client relationships. We are looking for passionate, persuasive, accountable and driven candidates to join our growing & disruptive sales team.


  • Identifying and developing potential new clients through outbound calls and networking 
  • Generate new business and growth by prospecting after new relationships 
  • Having a consultative approach with clients by understanding their business needs 
  • Responding to email queries, and converting financial advisor leads into client relationships
  • Becoming an expert in the financial advisor industry to better help advisors and identify new opportunities to help them
  • Owning the full sales cycle, from prospecting to closing
  • Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
  • Collaborating with company leadership to vet and research different strategies for finding and converting both inbound and cold leads
  • Maintaining contacts and outreach in Salesforce 

Required Skills and Experience:

  • 1-3 years proven track record in a performance based role 
  • Experience in an inside sales, high velocity, transactional sales role 
  • Ability to drive deals independently in a fast-paced, dynamic environment 
  • Comfortable speaking to and persuading prospective clients on the phone 
  • Team player who possess excellent interpersonal skills and communication skills 
  • Attention to detail; excellent organization and time-management skills
  • Comfortable in a fast-paced, high-growth startup environment
  • Salesforce or SalesLoft experience preferred but not required 


  • Virtual happy hours and team social activities
  • Generous benefits package with cost of some medical and dental plans covered at 100%
  • 401(k) plan with match that immediately vests
  • Professional education reimbursement program
  • Paid Parental Leave

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