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SmartFinancial · 6 hours ago

Inside Sales Representative

Newport Beach, CA

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $200K/yr

SmartFinancial is a fast-growing tech-enabled insurance marketplace that aims to empower insurance agents through innovative technology and support. They are seeking an Inside Sales Representative to conduct high-volume outreach, educate clients, manage sales cycles, and build lasting relationships with clients.

E-CommerceInsuranceInsurTechPrice Comparison

Hiring Manager

Giovanni Garcia

Responsibilities

Conduct high-volume outreach (150–250 outbound calls/day) to insurance agents and agencies

Educate potential clients about our products and services, and drive sales

Manage the full sales cycle — from initial contact to deal closure

Build and maintain lasting client relationships

Keep accurate, up-to-date records of all sales activities and client communications in our CRM system

Qualification

Sales abilityCRM proficiencyFull sales cycle managementB2B sales experienceInterpersonal communicationAdaptability

Required

Natural rapport builder — able to quickly connect with people over the phone

Strong phone & interpersonal communication skills; adept at handling objections and closing deals

Proven sales ability; comfort with hitting or exceeding targets

Experience managing full sales cycles

Comfortable working with CRM / sales-automation tools

Adaptable and thrives in fast-paced, dynamic environments

Preferred

Bonus if you have background in B2B sales, inside sales / telesales, digital marketing, insurance sales, or related fields

Benefits

Health insurance

401(k) with company match

Employee referral bonuses

Daily/weekly cash giveaways

Paid training (product + world-class inside-sales training)

Clear career advancement — we prioritize internal promotion.

Company

SmartFinancial

SmartFinancial is a digital insurance marketplace that connects consumers with multiple insurers and guides agents.

Founded in 2012

Costa Mesa, California, USA

201-500 employees

https://smartfinancial.com

Funding

Current Stage

Growth Stage

Leadership Team

Nathan Kropp

Co-Founder

Brad Cooper

Chief Operating Officer

Recent News

PRWeb

SmartFinancial appoints Ryan Lockwood as Chief Financial Officer

2025-11-25

MarketScreener

SmartFinancial Q3 Adjusted Earnings, Revenue Rise

2025-10-22

thefly.com

SmartFinancial reports Q3 operating EPS 86c, consensus 72c

2025-10-22

Company data provided by crunchbase