Hybrid Business Development Pro | Demos, Webinars & Growth

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

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.