Account Manager (CA & OH)

SmartFinancial; Columbus (OH); On-site; USD 60,000 - 200,000; Full time

Benefits offered by this job

401k with company match

Health, dental, and life insurance

Employee referral bonus

Extensive paid product training

Work From Home opportunities

Potential stock options

Job summary

A financial services firm is seeking an Account Manager to optimize client relationships and meet revenue targets. The ideal candidate has over 2 years of sales experience, strong communication skills, and the ability to connect with insurance agents. This full-time role offers competitive compensation, uncapped commissions, and growth opportunities, including work-from-home options.

Qualifications

• 2+ years of experience in sales or account management.
• Ability to connect with insurance agents and understand their needs.
• Experience with high-volume calling.
• Insurance or marketplace experience is valued.

Responsibilities

• Build and strengthen relationships with clients.
• Recommend tailored product solutions to insurance agents.
• Conduct Client Account Reviews to ensure satisfaction.
• Meet revenue targets through client retention and upselling.

Skills

Sales experience

Client relationship building

Communication skills

Negotiation skills

Attention to detail

Adaptability

Job description

Overview

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Base pay range

$60,000.00/yr - $200,000.00/yr

What You’ll Do

• Optimize: Build and strengthen relationships with clients, ensuring their needs are met and that they can maximize revenue through our platform
• Customize: Recommend tailored product solutions that align with the specific goals of insurance agents, addressing their needs with precision
• Lead: Conduct Client Account Reviews (CARs) to evaluate performance, manage budgets, and ensure that our insurance partners are fully satisfied with our services
• Achieve: Meet and exceed revenue targets by focusing on client retention, cross-selling, and upselling—always with the success of our agency partners in mind
• Own It: Serve as the primary point of contact for your clients, ensuring they have the support and resources needed to achieve their business goals with SmartFinancial
• Excel: Provide an exceptional experience that helps insurance agents grow their business and achieve their objectives using our platform

What We’re Looking For

• 2+ years of experience in sales or account management, with a focus on building strong relationships with clients
• Proven ability to connect with insurance agents and understand their unique needs and challenges
• Experience with high-volume calling
• Insurance or marketplace experience is highly valued
• Strong communication and negotiation skills, with the ability to clearly articulate the value of our platform to insurance agents
• Impeccable attention to detail and a track record of success in sales
• Adaptability, a quick learning curve, and a commitment to continuous improvement
• Ability to thrive in a fast-paced, results-driven environment

Why You’ll Love It Here

• Competitive Compensation: $68,640 CA/$60,000 OH annual base salary plus uncapped commissions and performance bonuses, designed to reward your success. Our Account Managers start with a competitive first-year OTE of $90k, with top performers earning $100k-$150k by their second year.
• Comprehensive Benefits: 401k with company match, along with company-sponsored health, dental, and life insurance plans
• Growth Opportunities: Accelerate your career with our employee referral bonus, extensive paid product training, and clear advancement prospects
• Flexibility: Top performers enjoy Work From Home opportunities, recognizing your dedication and results
• Unlimited Potential: Earn a competitive base salary, plus uncapped commission based on your performance, plus potential to earn stock options

SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Industries: IT Services and IT Consulting

SmartFinancial is actively hiring and encourages applications from candidates of all backgrounds. This job description contains the essential information required to understand the job responsibilities and qualifications.