Inside Sales Representative at SmartFinancial | Newport Beach, CA

Join the innovative team at SmartFinancial and drive agency growth with state-of-the-art technology!SmartFinancial is a rapidly expanding, tech-driven insurance marketplace recognized multiple times as a “Best Place to Work.” We empower insurance agencies to accelerate their growth through advanced technology, high-quality leads, and unparalleled support. En…

Join SmartFinancial: Empowering Insurance Agents with Innovative TechnologyAt SmartFinancial, we offer a guaranteed base salary along with uncapped commission opportunities! Our representatives typically earn between $80,000 and $150,000 in commissions and performance bonuses, with top performers exceeding $200,000!As part of our dynamic team, you will play a crucial role in driving the success of our innovative insurance marketplace, connecting millions of customers with our extensive network of trusted insurance partners.We are seeking passionate sales professionals who thrive on achieving results and take pride in their work.Key ResponsibilitiesHigh-Volume Outreach: Make 150-250 outbound calls daily to engage with insurance agents and agencies.Sales and Education: Inform potential clients about our cutting-edge products and services while driving sales.Target Achievement: Consistently meet or surpass established sales targets.Client Relationship Building: Develop and nurture strong connections with new clients.Sales Cycle Management: Oversee the entire sales process from initial contact to successful deal closure.CRM Management: Accurately manage records of all sales activities and client interactions in our CRM system.QualificationsExcellent Rapport Building: Ability to establish connections with clients quickly and effectively.Strong Phone and Interpersonal Skills: Proficient in overcoming objections and fostering relationships over the phone.Sales Expertise: Demonstrated negotiation and closing skills with a history of exceeding sales goals.Sales Cycle Management Experience: Proven ability to manage the full sales cycle from prospecting to closing.CRM Proficiency: Familiarity with CRM systems and sales automation tools.Adaptability: Ability to thrive in a fast-paced and dynamic environment.Preferred Experience: Background in B2B sales, Inside Sales, Telesales, Solar, Digital Marketing, or B2C sales (e.g., debt consolidation, tax relief, insurance).What We OfferGuaranteed base salary of $45,000.Uncapped commission structure! Our representatives typically earn between $80,000 and $150,000 in commissions, with top performers exceeding $200,000!Comprehensive benefits including high-quality health insurance and a 401(k) plan with company matching.Employee incentives such as referral bonuses and cash giveaways.Extensive training programs including paid product training and world-class inside sales training.

Join SmartFinancial: Transforming the Insurance Landscape with Innovative TechnologyAt SmartFinancial, we are at the forefront of revolutionizing how insurance agencies thrive. Our mission is straightforward: to accelerate the growth of insurance agencies utilizing our state-of-the-art technology solutions. Recognized as a Best Place to Work for four consecutive years, we proudly stand among the fastest-growing tech enterprises in the country.As a premier insurance marketplace, we facilitate connections between millions of consumers and our vast network of reputable insurance partners.We are on the lookout for exceptional sales leadership talent: a Sales Manager who is passionate about winning, nurturing talent, and excels in their role.Your ResponsibilitiesAs an Inside Sales Manager, you will be a vital member of our team, focused on:Driving Tangible ResultsAchieving 100% of monthly production goals and key performance indicatorsLeading the team in effectively engaging with the Objective/Key Results processBuilding and Cultivating a High-Performing TeamRecruiting, leading, and retaining a team of up to 15 Sales RepresentativesConducting weekly one-on-one meetings with each team memberPerforming regular performance reviews to ensure alignment with individual and team goalsFacilitating sales team meetings, discussions on industry trends, and sharing best practicesOverseeing employee recognition initiatives and SPIFFS reportingProviding an Exceptional Customer ExperienceIdentifying, nurturing, and expanding business relationships with insurance agents and agenciesGuiding the team in consistently adhering to sales operations proceduresSetting clear expectations with customers and collaborating with internal teams to meet those expectations

Join SmartFinancial: Empowering Insurance Agents with Innovative TechnologyAt SmartFinancial, we are dedicated to propelling growth and success for insurance agencies using our cutting-edge technology. Recognized as one of the Best Places to Work for four consecutive years, we stand out as one of the fastest-growing tech firms in the industry.As a premier insurance marketplace, we connect millions of consumers to our expansive network of insurance partners.We are seeking a meticulous and analytical Marketing Analyst to enhance our team. In this role, you will evaluate market trends, competitor strategies, and customer behaviors to formulate impactful marketing strategies. You will collaborate closely with the marketing team to evaluate the effectiveness of campaigns, pinpoint improvement areas, and deliver data-driven insights. The ideal candidate will possess a robust analytical mindset, expertise in data analysis tools, and excellent communication capabilities.

Join SmartFinancial: Transforming the Insurance Landscape with Innovative TechnologyAt SmartFinancial, we are dedicated to propelling growth and success for insurance agencies through our state-of-the-art technology solutions. Recognized as one of the Best Places to Work for four consecutive years, we stand as one of the fastest-growing tech companies in the industry.As a premier insurance marketplace, we link millions of consumers to our extensive network of insurance partners.The ideal Enterprise Account Manager will excel in communication and relationship management, demonstrating strong analytical skills alongside proficiency in essential tools like Excel. We seek a proactive problem-solver who thrives on creating mutually beneficial outcomes and remains steadfast in the face of challenges.The salary range for this position is $100,000 to $150,000, complemented by performance bonuses.Key ResponsibilitiesDevelop and maintain high-touch relationships with 20-40 key insurance carrier accounts.Become proficient in all account KPIs and relevant business details.Maximize account performance through diligent preparation and focus on opportunities.Foster win-win scenarios aligning account objectives with company goals.Transform challenging discussions into successful account outcomes.Conduct regular status calls with each account to ensure alignment and progress.Commit to understanding the insurance business deeply.Utilize and train accounts on the technology platforms that support our customer acquisition strategies.Stay informed about the competitive landscape in insurance customer acquisition.Desired QualificationsBachelor's degree.Experience managing accounts in a performance marketing context.Minimum of 2 years in account management.Outstanding communication skills.Detail-oriented with a commitment to consistency.Strong analytical skills.Our OfferingsWe provide a competitive salary and comprehensive benefits package. The base salary ranges from $100,000 to $150,000 annually, plus performance bonuses, based on job-related knowledge, skills, and experience.Comprehensive Health Benefits: Health, dental, and vision insurance for you and your dependents.Retirement Plan: 401(k) plan with company matching contributions.Paid Time Off: Generous PTO, holidays, and extensive paid product training.Professional Development: Opportunities for career growth within a supportive environment that prioritizes employee development.Flexible Work Arrangements: Hybrid work options, combining in-office and remote work.

Join SmartFinancial: Empowering Insurers with Innovative TechnologyWelcome to SmartFinancial, where our mission is to foster growth and prosperity for insurance agencies through our cutting-edge technology! Recognized as one of the Best Places to Work for four consecutive years, we are among the fastest-growing tech companies in the industry.As a leading insurance marketplace, we connect millions of consumers with our extensive network of insurance partners.Your RoleCoordinate webinar sessions with District Managers, Territory Leaders, and carrier representatives to facilitate connections with large groups of agents.Serve as the key intermediary between our Sales and Client Success teams to pinpoint areas for improvement and opportunities within current accounts.Engage in clear and effective communication with Client Success Managers/Account Managers to identify accounts needing attention.Deliver webinars and product demonstrations to a diverse audience.Represent SmartFinancial at trade shows, conferences, and other in-person events.Proactively identify new business opportunities in the market and oversee the complete sales cycle.What We SeekMinimum of 3 years of experience in SalesDemonstrated success as a Business Development Representative, Sales Account Executive, or in a similar positionProven track record of meeting or exceeding sales quotasPrior experience conducting demos using platforms like Zoom or WebexExceptional phone and interpersonal communication skillsAbility to establish rapport with clients effectivelyDetail-oriented and highly organizedEagerness to learn and accept coachingExperience as an insurance producer is a plusWhat We ProvideBase Salary plus Commissions and Performance BonusesComprehensive Health Benefits: Health, dental, and vision insurance for you and your dependents.Retirement Plans: 401(k) plan with company matching contributions.Paid Time Off: Generous PTO, holidays, and extensive paid product training.Professional Development: Opportunities for career advancement in a supportive environment that values employee growth.Flexible Work Arrangements: Hybrid work options that blend in-office and remote work.Why You Will Enjoy Working HereWorld-Class TrainingBe part of a supportive and dedicated teamEnjoy a fun yet hardworking atmosphereThrive in a dynamic and energetic workplace

Join SmartFinancial - Empowering Insurers with Innovative TechnologyAt SmartFinancial, we are at the forefront of innovation, dedicated to transforming the insurance industry with advanced, scalable technology solutions. Recognized as a Best Place to Work for four consecutive years, we are one of the fastest-growing tech firms in the nation.As a premier insurance marketplace, we connect millions of customers to a diverse array of insurance partners via our modern, data-centric platforms.We are currently in search of a skilled Senior Database Administrator to manage and optimize our database systems hosted on AWS. This pivotal role requires a hands-on approach to stabilize our existing database systems while simultaneously developing new functionalities. Our core technologies include PostgreSQL and Amazon Redshift, supporting both customer-facing and internal applications.

Join the Team at SmartFinancial: Revolutionizing Insurance TechnologyAt SmartFinancial, our mission is to empower insurance agencies by leveraging innovative technology designed to drive growth and success. Recognized as one of the Best Places to Work for four consecutive years, we are among the fastest-growing technology firms in the insurance sector.Our platform serves as a premier insurance marketplace, linking millions of consumers to our extensive network of insurance partners.We are in search of a talented and driven Digital Marketing Manager with a passion for achieving results. If you excel in digital marketing across channels such as Vertical and Paid Search, and have a proven track record of successfully scaling lead generation campaigns while meeting KPIs, we want to hear from you!The compensation for this role ranges from $80,000 to $115,000 annually.

Join SmartFinancial: Empowering Insurers with Advanced TechnologyAt SmartFinancial, we blend innovation with purpose. Our goal is straightforward: to accelerate the growth of insurance agencies and carriers through robust, scalable technology. For four consecutive years, we have proudly earned the title of a Best Place to Work and have emerged as one of the fastest-growing tech firms nationwide.As a premier insurance marketplace, we connect millions of consumers with a diverse network of insurance partners via modern, data-driven platforms.We are looking for a seasoned Senior Full Stack Ruby on Rails Engineer to enhance, develop, and scale our core systems that support agent-facing, carrier-facing, and internal platforms. This is a hands-on senior position for an engineer who thrives on tackling full-stack challenges, influencing architectural decisions, and collaborating closely with product and business teams.

About WaterworksFor over four decades, Waterworks has been a key player in designing the world's most inspiring homes and hotels. Our products elevate bath and kitchen experiences with a collection of exquisite fittings, fixtures, and hardware. We are committed not only to exceptional product offerings but also to how our brand resonates in the design community. What We OfferOur competitive edge lies in our people. We foster a collaborative and creative work environment where every team member's contributions matter. We empower our associates with extensive training, career advancement opportunities, competitive salaries, bonus potential, and a comprehensive benefits package that includes medical, dental, vision coverage, and a 401k retirement savings plan. Our generous PTO program encompasses vacation, personal, and sick time, along with perks like summer half days and a volunteer day. We also observe at least eight federal holidays throughout the year, plus a floating holiday for personal use.The RoleAs a Sales Consultant at our RH Newport Beach Gallery, you will become the expert on Waterworks products, collaborating with the RH team to drive sales and ensure an outstanding client experience. Your key responsibilities will include providing in-gallery support, sharing product knowledge, and proactively reaching out to trade professionals—such as architects, designers, contractors, and plumbers—to cultivate demand for Waterworks in the region. You will work closely with RH Gallery leaders to enhance the confidence in selling Waterworks offerings, identify opportunities within the gallery, and guide clients through the selection process. In addition to gallery responsibilities, you will engage with local trade clients to generate interest, drive specifications, and support the sales pipelines of both RH and Waterworks. The role will also involve occasional direct sales of select Waterworks categories, such as custom cabinetry and tile, while ensuring a coordinated experience with the RH team. This position requires flexibility in scheduling, including some evening and weekend hours to meet business needs, as well as occasional travel to nearby RH galleries.

Join our dynamic team at Jaguar Land Rover Newport as a Sales Associate. In this exciting role, you will engage with customers, showcasing our luxurious vehicles and providing exceptional service. You will be the face of our brand, helping clients find their ideal car while contributing to our sales goals.

Why Join Mercer Advisors?For over four decades, Mercer Advisors has been dedicated to enhancing and simplifying the financial lives of families. Our unique approach integrates financial planning, investment management, tax services, estate planning, insurance, and more, all handled by a cohesive team. Serving more than 31,300 families across 90+ cities in the U.S., we are proud to be ranked the #1 Registered Investment Advisory Firm by Barron’s. As an independent national fiduciary, we are committed to prioritizing our clients' best interests at all times.*At Mercer Advisors, we cultivate a distinctive work environment that sets us apart in the financial sector. Our workforce reflects our commitment to diversity, with 50% women in our employee base and client-facing roles. We attract exceptional talent nationwide, offering flexible working arrangements without a formal headquarters, allowing us to build the strongest team possible.Become a part of our mission to make a significant difference in the financial well-being of families across the nation.* Mercer Advisors was recognized as the top RIA firm with up to $70 billion in assets by Barron’s, based on metrics such as size, growth, service quality, and technology. For more details on the ranking methodology, please visit here. Job Summary:The Client Service Manager collaborates closely with the Director of Client Service to oversee team member management and development, enhance productivity among direct reports, and ensure excellence in servicing our existing client base through meticulous attention to detail and exceptional interpersonal skills. This role also encompasses Client Service Specialist responsibilities.Key Responsibilities:People ManagementEngage in the recruitment, training, mentoring, and supervision of Client Service Specialists, Client Service Coordinators, and Interns within the office.Maximize talent through continuous employee development and coaching.Foster a strong team culture and promote the sharing of best practices across teams.Collaborate with the Client Service Leadership Team to facilitate ongoing training and development for Client Service Specialists.Manage HR functions related to team management.

NakedMD, a premier medical spa located in Newport Beach, California, is on the lookout for a talented AI Developer to join our dynamic in-house team. As we broaden our digital footprint, this position is critical in developing intelligent automation and data-centric solutions that improve our operational efficiency and elevate customer experience. You will closely collaborate with the Chief Business Officer and a nimble team of developers to create groundbreaking AI-driven systems that align with our marketing, analytics, and compliance goals.Key Responsibilities:Design, develop, and maintain AI agents and automation workflows customized to meet business requirements.Enhance and integrate full-stack applications with LLM capabilities to improve user interactions.Construct and manage data pipelines across diverse platforms including Snowflake, Boulevard, Klaviyo, Shopify, and various advertising APIs.Support server-side event tracking and marketing attribution to refine campaign effectiveness.Aid in analytics, reporting, and dashboard creation for actionable business insights.Assess, prototype, and deploy cutting-edge AI tools and technologies.Work in tandem with business leadership and a small development team to ensure technical solutions are in line with strategic priorities.Engage in security assessments, incident response, and vulnerability management to protect sensitive data effectively.Implement secure coding practices, access controls, and assist with SOC 2 compliance requirements.Establish guidelines, error management, and human oversight for sensitive AI automations.Handle personally identifiable information (PII) responsibly while complying with HIPAA/PHI privacy standards.

D.A. Davidson Companies seeks a Cashier and Receptionist for its Newport Beach, CA branch. This position blends cashiering responsibilities with front desk reception and administrative tasks, supporting the Branch Operations Manager and Branch Manager. Role overview Daily work includes greeting clients, managing phone calls, and handling administrative assignments. Cashiering duties require careful attention to detail and consistent accuracy. The role involves working with confidential information and maintaining a professional, welcoming presence at the front desk. What you will do Provide front desk reception for clients and visitors Perform cashiering functions as assigned Support branch managers with administrative tasks Handle confidential information with care Requirements Reliable and detail-oriented Positive attitude and strong client service skills Ability to work with confidential materials

Join our dynamic team at Mercer Advisors as a Financial Planner, where you'll assist clients in achieving their financial goals through personalized strategies and comprehensive financial planning. This role requires a passion for finance, strong analytical skills, and a commitment to client success. You will engage with clients to understand their unique financial situations and collaborate with a team of experts to provide tailored solutions.

Join our dynamic team as a Retail Sales Associate at Vuori Inc., where you will play a vital role in delivering an exceptional shopping experience. Your passion for our brand and commitment to customer satisfaction will help you connect with our customers, providing them with personalized service and expert product knowledge.

Join Buck Mason as a Floor Leader in our vibrant Newport Beach location. As a key player in our team, you will be responsible for ensuring an exceptional customer experience while fostering a positive and productive atmosphere among staff. Your leadership will guide the team to meet sales goals and maintain our reputation for quality and service.

Join our team as a Phlebotomist in beautiful Newport Beach! We are looking for a dedicated and skilled professional to perform blood draws and support our healthcare team. If you are detail-oriented, compassionate, and have a passion for patient care, we want to hear from you!

Join BKF Engineers as a Staff Surveyor and contribute to pioneering surveying projects!At BKF, a leading multi-service infrastructure consulting firm, we specialize in civil engineering and surveying solutions across California, the Pacific Northwest, and beyond. With over 110 years of experience, we proudly serve transportation, water resources, land development, government, and federal clients. Our offices span throughout California and the Portland area, fostering a culture of innovation, professional autonomy, and collaboration.As a Staff Surveyor, you will have the unique opportunity to advance your career while working on a diverse range of advanced projects. You will collaborate with senior project surveyors and project managers on innovative tasks such as 3D laser scanning, construction staking, GIS, BIM, boundary, and topographic surveys. Your responsibilities will include drafting maps, creating topographic surveys, and assisting our field crews in delivering some of the most significant projects on the West Coast. We offer extensive training to help our team members become well-rounded professionals.

Are you a seasoned professional in the surveying field? Join BKF Engineers as a Survey Party Chief in Newport Beach, California. In this role, you will lead field survey crews and ensure the successful execution of various surveying projects. Your expertise will play a vital role in enhancing project efficiency and accuracy.