Business Development Representative

SmartFinancial; Newport Beach (CA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Base plus commissions

Health, dental, vision insurance

401(k) with company matching

Generous PTO and holidays

Career development opportunities

Hybrid work model

Job summary

SmartFinancial, a leading insurance marketplace, is hiring in Newport Beach, CA. The role blends sales leadership with hands-on client engagement, focusing on webinars, demos, and opportunities across active accounts.

The ideal candidate has 3+ years of sales experience, a proven quota track record, and strong presentation skills. We offer base salary with commissions, comprehensive benefits, and a hybrid work arrangement.

Qualifications

• Minimum 3 years of sales experience.
• Proven success as a BDR/AE or similar role.
• Track record of meeting or exceeding quotas.
• Experience delivering demos via Zoom or Webex.
• Strong phone and interpersonal communication.
• Able to build rapport with clients and manage multiple accounts.

Responsibilities

• Arrange webinar appointments with district managers and carrier reps.
• Bridge Sales and Client Success to spot improvements in active accounts.
• Communicate with Client Success/Account Managers to flag attention.
• Conduct product demos and webinars for a wide audience.
• Represent SmartFinancial at trade shows and events.
• Proactively seek new business and manage full sales cycle.

Skills

Sales experience

BDR/AE experience

Quota attainment

Product demos

Phone & interpersonal skills

Rapport building

Detail orientation

Coachable & quick learner

Insurance producer experience

Tools

Zoom

Webex

Job description

Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology

Welcome to SmartFinancial, where our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.

The compensation for this position is $80,000-$150,000 annually.

What You’ll Do

• Arrange webinar appointments with District Managers, Territory Leaders, and carrier representatives that allow us to connect with large groups of agents.
• Act as the liaison between our Sales and Client Success teams to identify areas of improvement and opportunities within active accounts.
• Communicate clearly and effectively with Client Success Managers/Account Managers to highlight accounts that need attention.
• Conduct webinars and demos of our product to a wide audience.
• Represent SmartFinancial at trade shows, conferences, or any “in-person” events.
• Proactively seek new business opportunities in the market and manage the full sales cycle.

What We’re Looking For

• 3 years of Sales experience
• Proven work experience as a Business Development Representative, Sales Account Executive or similar role
• Track record of achieving sales quotas
• Previous experience performing demos via platforms like Zoom or Webex
• Strong phone and interpersonal skills
• Ability to build rapport with clients
• Detail oriented and well organized
• Coachable and quick learner
• Insurance producer experience as a plus

What We Offer

• Base plus Commissions and Performance Bonuses
• Comprehensive Health Coverage: Health, dental, and vision insurance for you and your dependents.
• Retirement Plans: 401(k) retirement plan with company matching contributions.
• Paid Time Off: Generous PTO, holidays, and extensive paid product training.
• Professional Development: Opportunities for career growth and advancement within a supportive environment that values employee development.
• Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities.

Why You’ll Love It Here

• World-Class Training,
• Be a part of a supportive and dedicated team
• Be able to have fun and work hard at the same time
• Work in a dynamic and energetic environment

We’d especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great SLACK channels for work and play, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.

We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.

SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees.