Inside Sales Representative (CA, OH)
Boost your chances before you apply.
SmartFinancial
Newport Beach, CA, US
Summary
Make 150–250 outbound calls per day to insurance agents and agencies, pitch the platform, run full sales cycles, and close deals. Build strong client relationships and manage your pipeline while keeping CRM activity accurate and up to date.
Job Description
Join SmartFinancial. Fuel Agency Growth with Cutting-Edge Tech!
SmartFinancial is one of the fastest-growing, tech-enabled insurance marketplaces in the country and a multi-year “Best Place to Work.” We help insurance agencies grow faster with powerful tech, premium leads, and world-class support. Our reps earn anywhere from $80-150K in commissions and performance bonuses. Our top reps are earning over $200k!
Inside Sales Representative – What You’ll Do
- Make 150–250 outbound calls/day to insurance agents and agencies
- Pitch our platform, run full sales cycles, and close deals
- Build strong client relationships and manage your pipeline
- Keep CRM activity accurate and up to date
What You Bring
- Strong phone presence + natural rapport-building
- Proven closer who thrives on hitting targets
- Experience running full sales cycles
- Comfortable with CRM and sales automation tools
- Fast-moving, adaptable, and resilient
- Bonus: B2B, inside sales, digital marketing, or insurance background
Comp & Benefits
- 1st year reps earn $80k–$150k+; top performers exceed $200k
- Upfront + residual commission
- Health benefits, 401(k) match, paid training
- Incentives: referral bonuses, cash giveaways, team prizes
- Clear path for growth. We promote from within!
Why You’ll Love SmartFinancial
We’re a high-energy, supportive team with big goals and even bigger opportunities as we expand. Whether you work in-office or remote, you’ll get elite training, easy-to-use tools, and a culture that celebrates wins.
Plus: fun events (beach days, yacht parties, cook-offs), lots of swag, and our pink-glasses-wearing quirky mascot, Penny!
If you’re looking to combine a rewarding sales career with a supportive, growth-focused company- this might be the place for you.
#ZR
SmartFinancial is a leading digital insurance marketplace and one of the fastest growing insurance technology companies in the U.S. SmartFinancial is bridging the gap between consumers and insurance providers with data-driven insights powered by its proprietary technology platform, Insurance.io.
Founded
2012
Company size
201-500 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Newport Beach, California
SmartFinancial is a leading digital insurance marketplace and one of the fastest growing insurance technology companies in the U.S. SmartFinancial is bridging the gap between consumers and insurance providers with data-driven insights powered by its proprietary technology platform, Insurance.io.
Founded
2012
Company size
201-500 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Newport Beach, California