Job Description
Comfortable working in a high volume activity/sales environment and being on monthly quotas, you will identify and develop potential new clients through prospecting and cold outreach. You should be able to provide detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform, and have a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach.
You will own the full sales cycle, from prospecting to closing. Become an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform. The role involves collaborating with company leadership to vet and research different strategies for generating more revenue, along with operating with a high level of integrity and able work within organizational Rules of Engagement. Staying organized, maintaining contacts and outreach in Salesforce is also important.
About SmartAsset
SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is helping people make smart financial decisions.