Be the voice that helps people take the next right step with their money by connecting them to vetted financial advisors. If you can handle high-volume outbound calls, hit conversion goals, and keep the experience human, SmartAsset is hiring.
About SmartAsset
SmartAsset is a consumer-focused financial information platform helping people make smarter financial decisions through content, calculators, and tools, reaching an estimated 59 million people monthly (Jan 2025). They also run SmartAsset Advisor Marketing Platform (AMP), which connects consumers with fiduciary financial advisors. This role supports the advisor connection experience at scale.
Schedule
- Remote (Contiguous United States)
- Monday–Friday, 9:00am–6:00pm Eastern Time
- Must be available for some holidays or weekends during peak seasons
- High outbound call volume expectation (200+ calls/day)
What You’ll Do
- Make high-volume outbound calls to users who expressed interest in speaking with an advisor
- Guide users through the advisor connection process and schedule consultations
- Deliver a polished experience using best practices and scripted messaging while keeping it personalized
- Consistently meet or exceed conversion and performance metrics (individual + team)
- Log interactions, challenges, and outcomes accurately in the CRM
- Identify recurring user pain points and escalate patterns to improve the overall experience
- Share insights and suggestions with team leads and cross-functional partners
- Support additional projects and initiatives in a fast-paced, collaborative environment
What You Need
- 1+ year of high-volume call center experience (required)
- Comfort working in quota- and conversion-driven environments
- Ability to learn quickly and adapt to changing user/business needs
- Strong organization, attention to detail, and time management
- Ability to sit and work at a computer for extended periods
- Clear communication skills for phone and video call environments
Benefits
- Fully remote work (contiguous U.S.)
- Multiple medical, dental, and vision plan options
- Company-paid life/AD&D + optional supplemental coverage
- 401(k) with employer match + FSA/HSA options
- Equity packages offered for every role
- Generous vacation, sick, and parental leave
- Pet insurance, home office stipend, EAP
- Compensation note (where applicable): $45,000 base + $15,000 variable commission + equity + benefits
If you’re built for pace and you want a role where your calls genuinely help someone take action, apply now.
High volume. High standards. Real impact.
Happy Hunting,
~Two Chicks…