Client Manager

2 weeks ago


Anaheim, United States SmartFinancial.com Full time

Boost your career with one of the hottest tech companies in OC. SmartFinancial is a leading insurance technology company working on building tools to make insurance better, simpler, and more effective. **If you want an opportunity to earn over $200k/year and be a part of one of the fastest-growing insurance tech companies, then read on...**

We are seeking the BEST sales and relationship management talent to become an integral part of our team As an Account Manager, you will play a pivotal role in empowering insurance agents to maximize their digital marketing dollars and grow their own book of business.

The potential for financial success is limitless. As you guide insurance agents in optimizing their digital marketing budgets, you'll witness firsthand the direct impact of your expertise. By unlocking the full potential of their investments, you'll not only contribute to their success but also earn rewarding commissions and bonuses, fueling your own financial prosperity..

We are looking for sales professionals who thrive in a results-driven sales environment while receiving recognition and comprehensive base and commission pay. You will be surrounded by a team comprised of individuals who have built their careers at SmartFinancial, who consistently set higher benchmarks and continuously strive to set the standard for sales in the insurance industry.

**Responsibilities**:

- Sell to existing accounts within the insurance industry
- Develop and strengthen relationships with assigned accounts
- Make 100-150 outbound calls/day to pitch and sell our product (prepare to unleash your inner phone warrior)
- Schedule and go through demos of our product
- Reach agreed upon revenue targets based on client retention by the deadline
- Investigate and resolve customer issues and complaints
- Network and build relationships with the client base
- Operate as the lead point of contact for any and all matters specific to your customers
- Maintain, grow and optimize existing accounts for revenue through discovery, communication, and rapport building
- Adapt our product recommendations to suit the agents’ needs by asking discovery questions and handling objections
- Identify products that best fit each client's individual needs
- Consistently follow-up with clients to ensure customer satisfaction, consult on new features and provide a best-in-class customer experience

**Qualifications**:

- 3 + years experience in sales
- Experience in relationship management
- Insurance producer experience a plus
- Strong phone sales skills
- Strong negotiation skills
- Deadline and detail-oriented
- Ability to build rapport with clients

**What we offer**:

- Base plus Commissions and Performance Bonuses
- 401k with Company Match
- Company-sponsored Health, Dental and Life Insurance plans
- Employee Referral Bonus
- Extensive Paid Product training
- Advancement opportunities - we promote within

**What it's like to work at SmartFinancial**:

- 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 & energetic environment
- Earn a competitive base salary, plus **UNCAPPED** commission based on your performance.

Pay: $66,560.00 - $200,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Experience level:

- 3 years

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus opportunities
- Commission pay
- Performance bonus

**Experience**:

- Sales: 2 years (required)

Ability to Relocate:

- Anaheim, CA: Relocate before starting work (required)

Work Location: In person



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