Arrange webinar appointments with District Managers, Territory Leaders, and carrier representatives that allow us to connect with large groups of agents.
Act as the liaison between our Sales and Client Success teams to identify areas of improvement and opportunities within active accounts.
Communicate clearly and effectively with Client Success Managers/Account Managers to highlight accounts that need attention.
Conduct webinars and demos of our product to a wide audience.
Represent SmartFinancial at trade shows, conferences, or any “in-person” events.
Proactively seek new business opportunities in the market and manage the full sales cycle.

3 years of Sales experience
Proven work experience as a Business Development Representative, Sales Account Executive or similar role
Track record of achieving sales quotas
Previous experience performing demos via platforms like Zoom or Webex
Strong phone and interpersonal skills
Ability to build rapport with clients
Detail oriented and well organized
Coachable and quick learner
Insurance producer experience as a plus

Base plus Commissions and Performance Bonuses
Comprehensive Health Coverage: Health, dental, and vision insurance for you and your dependents.
Retirement Plans: 401(k) retirement plan with company matching contributions.
Paid Time Off: Generous PTO, holidays, and extensive paid product training.
Professional Development: Opportunities for career growth and advancement within a supportive environment that values employee development.
Flexible Work Options: Hybrid work arrangements, combining in-office and remote work opportunities.

Business Development Representative

Key skills