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Business Development Representative

Smart Financial Credit Union

Remote · 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 our mission is clear: to drive growth and success for insurance agencies through our industry-leading technology! Voted one of the Best Places to Work for four consecutive years, we are one of the fastest-growing tech companies.

We are a leading insurance marketplace, connecting millions of shoppers to our network of insurance partners.

The compensation for this position is $80,000-$150,000 annually.

What You'll Do

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.

What We're Looking For

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

What We Offer

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.

Why You'll Love It Here

World-Class Training,

Be a part of a supportive and dedicated team

Be able to have fun and work hard at the same time

Work in a dynamic and energetic environment

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, which keep you connected with your fellow employees throughout the day. Not to mention our top notch company events (like our Summer Beach Party with open bar, chili cook-off, annual holiday yacht party, fun office potlucks and more) that will keep you asking when the next event is.

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

Join SmartFinancial and become a key player in driving growth for insurance agencies. Apply now, and let’s achieve success together!

SmartFinancial is an equal opportunity employer, and we celebrate diversity and are committed to creating an inclusive environment for all employees. To learn more about our results-focused culture and employee-focused perks, read more on our careers page .