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Sales Manager

Smart Financial Credit Union

Newport Beach, CA · Posted May 12, 2026

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About the job

Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology

Welcome to SmartFinancial, where innovation meets impact. Our mission is simple: help insurance agencies grow faster with our cutting-edge technology. Proudly voted a Best Place to Work four years running, we’re one of the fastest-growing tech companies in the nation.

As a leading insurance marketplace, we connect millions of shoppers with our expansive network of trusted insurance partners.

We are searching for elite sales leadership talent, A sales manager who thrives on winning, developing others, and loves what they do.

What You'll Do

As an Inside Sales Manager, you’ll be an integral part of our team, and you'll be tasked to:

Drive Measurable Results

Achieve 100% of production goals and key performance indicators monthly

Lead team to effectively participate in the Objective/Key Results process

Build and Develop a High-Performing Team

Recruit, lead, and retain a team of up to 15 Sales Representatives

Conduct weekly 1-on-1s with each team member

Conduct regular performance reviews to meet individual and team goals on a monthly, quarterly, and annual basis

Lead and participate in sales team meetings, industry trend discussions, and best practice sharing

Administer employee recognition programs and SPIFFS reporting

Deliver a Best-In-Class Customer Experience

Identify, nurture, and grow business from insurance agents and agencies

Lead team to execute consistently within sales operations procedures

Set proper expectations with customers and collaborate with internal teams to deliver on them

Requirements

What We're Looking For

S ales Experience: Minimum 4 years of sales experience required

Leadership Experience: Minimum 3 years leading sales and/or account management teams

P roven Track Record: Demonstrated history of meeting and exceeding KPIs and targets

I ndustry Knowledge: I nsurance or marketplace experience is a plus

Adaptability: Thrive in a fast-paced, dynamic, in-office environment

People-First Leadership: Ability to motivate, develop, and retain top talent

1 00% Onsite : In our Newport Beach Office

Benefits

What We Offer

Guaranteed Base Salary: $100,000

Uncapped Earning Potential: OTE of $150,000–$250,000 annually (base + variable commission), with accelerators for over-performance

Comprehensive Benefits: High-quality medical, dental, vision, and a 401(k) plan with company match

Equity Program : Participate in company growth

Flexible PTO: Work hard, recharge, and bring your best self

Career Growth: Advancement opportunities with a strong focus on promoting from within

Why You'll Love It Here

At SmartFinancial, we believe in working hard and playing hard. You'll be part of a supportive, dedicated team in a fast-paced and energetic environment. Our commitment to employee development ensures you have the tools and training needed to succeed. With major expansion planned for 2026, there will be more growth opportunities than ever for top performers.

We'd especially like to highlight our World Class Culture, which our employees say is the best thing about working at SmartFinancial. We have great Slack channels for work and play that keep you connected with fellow employees throughout the day.

Exciting Company Events

Summer Beach Party

Holiday Yacht Party

Chilli Cook-off

Cinco De Mayo Taco Guy

Team Outings (TopGolf, Duffy Boats, etc.)

Company Potlucks

We also have Penny, our company mascot. Like swag themed after a pink pig wearing glasses? Just. You. Wait.

Join SmartFinancial and lead the charge in building the premier sales team in Insurtech. Apply now, and let's achieve success together!

SmartFinancial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.