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Sales Development Representative

Sales | New York, NY | Full Time

Job Description

Sales Development Representative:


SmartAsset is the web's premier destination for financial advice, reaching more than 35 million people per month and growing quickly.  We are looking for a Sales Development Representative to join our fastest growing new business vertical, working with financial advisors to grow their advising practices.


SmartAsset is a venture backed, Y Combinator Company. We are a consumer advocate, providing automated personal finance advice and recommending specific strategies to help people make smarter decisions with their money. We have been featured in hundreds of publications, including the New York Times, TechCrunch, Fast Company and U.S. News & World Report.


The position will be based out of our NYC Headquarters.


Responsibilities Include:

  • Help build out our financial advisor network by:

    • Making outbound calls, sending outbound emails, and following up with advisors

    • Provide information to prospective customers and educating prospects on the features and benefits of SmartAsset’s platform

    • Collaborate with company leadership to vet and research different strategies for generating more leads

    • Maintain contacts and outreach in CRM system

    • Become an expert in the financial advisor industry to better help advisors and identify new opportunities to help them


Candidates should be:


  • Comfortable speaking to prospective clients on the phone; experience on the phone strongly preferred

  • Self-motivated and disciplined with the ability to work effectively with little or no supervision

  • Quick learner

  • Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence

  • Organized, detail-oriented, and excellent time-management skills

  • Comfortable in the fast-paced, high growth environment of a startup

  • Sales experience preferred


We offer highly competitive compensation, including equity, with significant upside for high performers.  Comprehensive benefits, lots of perks, and a collaborative workspace environment