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SmartAsset logo
SmartAsset

An award-winning financial technology company that helps millions of people make smart financial decisions.

Sales Development Representative

Sales Development RepSales Development RepFull TimeRemoteJuniorTeam 201-500Since 2013H1B No SponsorCompany SiteLinkedIn

Location

California + 7 moreAll locations: California | Colorado | Connecticut | Nevada | New York | Maryland | Rhode Island | Washington

Posted

72 days ago

Salary

$60K - $80K / year

Seniority

Junior

Bachelor Degree0.5 yrs expEnglish

Job Description

Sales Development Representative

SmartAsset

• 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.

Job Requirements

  • Experience: 6-12+ months of experience in sales, business development, role (SaaS experience preferred).
  • Communication: Exceptional written and verbal communication skills. You must feel comfortable speaking with high-level financial executives.
  • Resilience: A "hunter" mentality with the ability to handle rejection and maintain high activity levels.
  • Tech-Savvy: 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.
  • Financial Literacy: 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)

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