Sales Manager

SmartFinancial; Newport Beach (CA); On-site; USD 100,000 - 250,000; Full time

Job summary

SmartFinancial seeks an Inside Sales Manager to drive results and build a high-performing, on-site team in Newport Beach. You will recruit, mentor, and manage up to 15 sales reps, conduct regular coaching, and align incentives to hit KPIs while delivering excellent service to insurance agents and agencies.

The role emphasizes leadership, KPI attainment, and in-office collaboration in a fast-paced environment with opportunities for growth.

Qualifications

• Minimum 4 years of sales experience.
• Minimum 3 years leading sales and/or account management teams.
• Proven history of meeting and exceeding KPIs and targets.
• Insurance or marketplace experience is a plus.
• Thrive in a fast-paced, dynamic, in-office environment.
• People-first leadership to motivate and retain talent.
• 100% Onsite in our Newport Beach Office.

Responsibilities

• Drive measurable results: Achieve 100% of production goals and lead OKRs.
• Build and develop a high-performing team: Recruit, lead, and retain up to 15Sales Representatives; weekly 1-on-1s; monthly/quarterly/annual reviews.
• Deliver a best-in-class customer experience: grow business from insurance agents/agencies; ensure sales processes are followed; set expectations with customers and coordinate with internal teams.

Skills

Sales experience

Leadership

KPI track record

Insurance knowledge

Adaptability

People-first leadership

Onsite requirement

Job description

What You’ll Do

As an Inside Sales Manager, you’ll be an integral part of our team, responsible for driving results, building a high‑performing team, and delivering a best‑in‑class customer experience.

Drive Measurable Results

• Achieve 100% of production goals and key performance indicators monthly
• Lead team to effectively participate in the Objective/Key Results process

Build and Develop a High‑Performing Team

• Recruit, lead, and retain a team of up to 15 Sales Representatives
• Conduct weekly 1‑on‑1s with each team member
• Conduct regular performance reviews to meet individual and team goals on a monthly, quarterly, and annual basis
• Lead and participate in sales team meetings, industry trend discussions, and best practice sharing
• Administer employee recognition programs and SPIFFS reporting

Deliver a Best‑In‑Class Customer Experience

• Identify, nurture, and grow business from insurance agents and agencies
• Lead team to execute consistently within sales operations procedures
• Set proper expectations with customers and collaborate with internal teams to deliver on them

Requirements

• Sales Experience: Minimum 4 years of sales experience required
• Leadership Experience: Minimum 3 years leading sales and/or account management teams
• Proven Track Record: Demonstrated history of meeting and exceeding KPIs and targets
• Industry Knowledge: Insurance or marketplace experience is a plus
• Adaptability: Thrive in a fast‑paced, dynamic, in‑office environment
• People‑First Leadership: Ability to motivate, develop, and retain top talent
• 100% Onsite: In our Newport Beach Office

Benefits

• Guaranteed Base Salary: $100,000
• Uncapped Earning Potential: OTE of $150,000–$250,000 annually (base + variable commission), with accelerators for over‑performance
• Comprehensive Benefits: High‑quality medical, dental, vision, and a 401(k) plan with company match
• Equity Program: Participate in company growth
• Flexible PTO: Work hard, recharge, and bring your best self
• Career Growth: Advancement opportunities with a strong focus on promoting from within
• Training & Development: Extensive paid product training and world‑class sales leadership development

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