Help people make smarter financial decisions while growing your career with one of the fastest-growing fintech companies.
About SmartAsset
SmartAsset is the leading online destination for financial information and advice, helping over 59 million people each month make smarter financial decisions. Through our personalized calculators, tools, and SmartAdvisor Marketing Platform (AMP), we connect consumers with trusted fiduciary financial advisors nationwide. Recognized by Inc. 5000, Deloitte Technology Fast 500™, and Y Combinator’s Top 100 Companies, SmartAsset is valued at over $1 billion and continues to scale rapidly.
Schedule
- Full-time, remote role (must reside in the contiguous U.S.)
- Monday through Friday, 9:00 AM – 6:00 PM ET
- Some holidays or weekends may be required during peak seasons
Responsibilities
- Make 200+ outbound calls daily to consumers who have expressed interest in connecting with financial advisors
- Guide users through the process and schedule consultations with vetted advisors
- Deliver a tailored, high-quality experience using a mix of customer service best practices and scripted messaging
- Accurately document interactions, challenges, and outcomes in CRM systems
- Meet or exceed performance metrics, including call volume, conversions, and customer satisfaction goals
- Identify recurring issues and escalate them to improve the overall user experience
- Support cross-functional projects and contribute to continuous improvements
Requirements
- 1+ years of high-volume call center experience (100+ outbound calls/day)
- Comfortable working in a quota-driven environment with conversion metrics
- Strong organizational skills and ability to manage multiple priorities
- Detail-oriented with excellent time management
- Effective verbal and written communication skills
- Ability to adapt quickly to user and business needs
- Must be available during designated hours, including some holidays/weekends as needed
Physical Requirements
- Prolonged sitting at a desk and working on a computer
- Ability to communicate via phone and video conferencing
Compensation & Benefits
- $45,000 base salary + $15,000 variable commission
- Equity opportunities
- Remote work flexibility across the contiguous U.S.
- Medical, dental, and vision insurance with multiple plan options
- Life and AD&D insurance (100% company-paid basic coverage)
- Short- and long-term disability options
- FSA: Medical and Dependent Care
- 401(k) plan
- Paid vacation, sick time, and parental leave
- EAP (Employee Assistance Program)
- Financial literacy mentoring program
- Pet insurance
- Home office stipend
Equal Opportunity
SmartAsset is an equal opportunity employer committed to fostering inclusion and innovation. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, disability, veteran status, or any other protected category.
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