Note: The job is a remote job and is open to candidates in USA. SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. As a Sales Development Representative, you will identify and create new qualified sales opportunities for the Account Executives, focusing on strategic outreach and understanding complex financial advisory pain points.
Responsibilities
- Managing outbound prospecting efforts through outreach sequences, calls (150+ daily), and emails
- Qualifying a small portion of inbound leads generated by marketing campaigns and assessing fit
- Scheduling and transitioning pitch calls for Account Executives
- Maintaining accurate data in Salesforce to track prospect interactions, pipeline status, and activity metrics
- Staying informed on industry trends, competitors, and SmartAsset product updates to position our value proposition effectively
- Participating in weekly team meetings, sharing insights, providing feedback and continuously improving outreach strategies
- Prospecting & Outreach
- Targeted Prospecting: Research and execute on lists of target leads of RIA’s (Registered Independent Advisors) using tools like Salesforce, LinkedIn, Google & SEC registration sites
- Multi-Channel Outreach: Execute high-volume but personalized outreach campaigns via email, cold calling, and social selling (LinkedIn). 95% of our appointments come from cold calling
- Value-Based Selling: Quickly identify the prospect’s business growth challenges and clearly communicate the value proposition of our platform to generate interest
- Inbound Response: Rapidly follow up with inbound leads driven by our marketing team (demo requests, whitepaper downloads) to qualify their interest and fit
- Conduct high-level discovery calls to assess budget, authority, need, and timeline before handing off to an Account Executive
- Professionally navigate objections related to budget, timing, and perceived value
- Maintain rigorous records of all interactions, notes, and lead statuses in our Salesforce CRM
- Schedule seamless pitch appointments for the Account Executive team
- Distinct feedback loops with AEs and Marketing to refine messaging and target personas
Skills
- 6-12+ months of experience in sales, business development, role (SaaS experience preferred)
- Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives
- A 'hunter' mentality with the ability to handle rejection and maintain high activity levels
- Ability to learn complex software and sales tech quickly
- Strong collaboration: particularly in working with Account Executives and cross-functional teams to drive business outcomes
- A degree in Finance/Economics
- Previous experience working in Fintech and understanding financial advisory terminology is a massive plus
Benefits
- Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to do your best work from where you thrive.
- Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted national carriers—so you can choose what fits your needs.
- Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add supplemental life and disability plans for extra peace of mind.
- Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and equity packages offered for every role.
- Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
- Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Company Overview
SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. It was founded in 2012, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://smartasset.com/.
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