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Account Manager - Newport Beach, CA

Ladders
Newport Beach, CA
$66.6K a year
Full-time

Join a dynamic team at Smart Financial, where your sales skills and ambition can drive your success to new heights!

About Us :

Smart Financial has been voted as one of the Best Places to Work four years in a row, and we are one of the fastest-growing tech companies globally.

We connect top insurance companies with millions of insurance shoppers, offering a platform for ambitious Account Managers to build a solid book of business and create a real career for themselves in a rapidly growing company.

We are seeking individuals who can perform at a high level to join our team. As an Account Manager, you will be responsible for building a portfolio of client accounts and building strong relationships with key stakeholders.

You will also be responsible for identifying new business opportunities and driving revenue growth.

Our Account Managers have an OTE of $90k in their first year, with top performers exceeding this and reaching $150-200k by their 2nd year.

Responsibilities :

  • Develop, strengthen, and optimize relationships with prospective and existing clients to maximize revenue through discovery and rapport building
  • Prepare and deliver sales presentations to prospective clients, highlighting the benefits of our products and services
  • Re-engage closed accounts, drive portfolio growth through strategic outbound sales efforts, and acquire new accounts to expand the client base
  • Reach revenue targets through client retention
  • Operate as the lead point of contact for any and all matters specific to your customers
  • Tailor product recommendations to agents' needs and handle objections
  • Identify products that best fit each client's individual needs
  • Consistently follow up with clients to ensure satisfaction, advise on new features, and provide a best-in-class customer experience

Requirements

  • 3+ years experience in sales or account management
  • Proven experience in relationship management, with the ability to build rapport with clients and internal teams
  • Strong communication and negotiation skills
  • Strong attention to detail and effective phone sales skills
  • Deadline-oriented with the ability to thrive in a fast-paced environment
  • Strong ability to adapt quickly, learn new concepts, and continuously drive improvement for success
  • Insurance or marketplace experience is a plus
  • Must be available for in office work (some exceptions apply)

Benefits

What we offer :

  • $66,560 Salary plus UNCAPPED Commissions and Performance Bonuses
  • Comprehensive benefits package including 401k with company match, health, dental, and life insurance plans
  • Paid time off, holidays, and extensive paid product training
  • Employee Referral Bonus
  • Opportunities for advancement and career growth, with a supportive work environment that values employee development
  • Work-from-home opportunities available for high-performing employees exceeding performance expectations!

Join Us :

If you're a high-performing individual with a passion for sales and account management and a drive to succeed, we want to hear from you! Take the first step towards a fulfilling career at Smart Financial and let's create success together! Apply now!

18 hours ago
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