Inside Sales Representative

SmartFinancial; Newport Beach (CA); On-site; USD 80,000 - 210,000; Full time

Benefits offered by this job

Uncapped Commission

Health Insurance

401k Matching

Training & Development

Career Growth

Job summary

SmartFinancial is seeking an Inside Sales Representative to drive growth in our insurance marketplace. You will conduct 150–250 outbound calls daily, educate potential clients on our products, and push for target attainment.

You’ll build strong relationships, manage the full sales cycle from outreach to closing, and keep detailed CRM records to support performance and growth in a fast-paced environment.

Qualifications

• High-volume outbound calling experience preferred.
• Ability to educate clients about products and services.
• Proven track record of meeting or exceeding sales targets.
• Experience managing full sales cycle from prospecting to close.
• Familiarity with CRM platforms and sales automation tools.

Responsibilities

• Make 150–250 outbound calls daily to agents and agencies.
• Educate potential clients about our products and services to drive sales.
• Meet or exceed sales targets and KPIs.
• Build and nurture relationships with new clients.
• Manage the full sales cycle from initial contact to deal closure.
• Maintain accurate records of activities in the CRM.

Skills

High-volume outreach

Sales and education

Relationship building

CRM management

Negotiation and closing

Adaptability

Tools

CRM systems

Job description

Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology

We offer a GUARANTEED BASE and UNCAPPED COMMISSION! : Our reps earn anywhere from $80-150K in commissions and performance bonuses. Our top reps are earning over $200k!

Welcome to SmartFinancial—where innovation meets impact. Our mission is simple: help insurance agencies grow faster with our cutting-edge technology. Proudly voted a Best Place to Work four years running, we’re one of the fastest-growing tech companies in the nation.

As a leading insurance marketplace, we connect millions of shoppers with our expansive network of trusted insurance partners.

Now we’re searching for elite sales talent—the kind of people who thrive on winning and love what they do.

What You’ll Do

As an Inside Sales Representative, you’ll be an integral part of our team, and you'll be tasked with:

• High-Volume Outreach: Conduct 150-250 outbound calls daily to insurance agents and agencies.
• Sales and Education: Educate potential clients about our products and services, and drive sales.
• Target Achievement: Meet or exceed agreed-upon sales targets.
• Client Relationship Building: Network and establish strong relationships with new clients.
• Sales Cycle Management: Handle the entire sales process from initial contact to deal closure.
• CRM Management: Maintain accurate records of all sales activities and client interactions in our CRM system.

What We’re Looking For

• Rapport Building: Ability to connect with clients quickly and effectively.
• Phone and Interpersonal Skills: Strong skills in handling objections and building relationships over the phone.
• Sales Expertise: Proven negotiation and closing skills, with a history of meeting or exceeding sales goals.
• Sales Cycle Management: Experience managing the full sales cycle, from prospecting to closing.
• CRM Proficiency: Familiarity with CRM systems and sales automation tools.
• Adaptability: Thrive in a fast-paced, dynamic work environment.
• Preferred Experience: Background in B2B sales, Inside Sales, Telesales, Solar, Digital Marketing, or B2C sales (e.g., debt consolidation, tax relief, insurance).

What We Offer

• UNCAPPED COMMISSION! Upfront and residual commission Our reps typically earn between $80-150K in commissions and performance bonuses, with top performers exceeding $200K!
• Comprehensive Benefits: High-quality health insurance and a 401k plan with company match.
• Incentives: Employee referral bonuses, daily and weekly cash giveaways.
• Training and Development: Extensive paid product training and world-class inside sales training.
• Career Growth: Advancement opportunities with a focus on promoting from within.

Why You’ll Love It Here

At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our user-friendly sales CRM and commitment to employee development ensure you have the tools and training needed to succeed. With major expansion planned for 2026, there will be more growth opportunities than ever for top performers.

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.

Exciting Company Events:

• Summer Beach Party
• Holiday Yacht Party
• Chilli Cook-off
• Cinco De Mayo Taco Guy
• Team Outings (TopGolf, Duffy Boats, etc.)
• Company Potlucks

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

Join SmartFinancial and become a key player in driving growth for insurance agencies.

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, careers page.