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SmartFinancial

Company Overview


SmartFinancial is a dynamic and innovative company that is revolutionizing the insurance industry. With a mission to bridge the gap between consumers and insurance providers, SmartFinancial has quickly become a leading digital insurance marketplace in the U.S.

At the heart of SmartFinancial's success is its proprietary technology platform, Insurance.io. This cutting-edge platform utilizes data-driven insights to make the insurance process more efficient and transparent. By leveraging advanced technology, SmartFinancial is able to connect consumers with the insurance products and providers that best fit their needs and budget.

But SmartFinancial isn't just about technology. The company is also committed to providing exceptional customer service and building strong relationships with its clients. The team at SmartFinancial understands that insurance can be a complex and overwhelming process for many people, which is why they strive to make it as simple and stress-free as possible. From helping customers compare insurance quotes to providing personalized recommendations, SmartFinancial is dedicated to helping individuals and families find the right insurance coverage for their unique needs.

Industry: Insurance
Headquarter: Newport Beach, California, USA 92660
Company size: 201-500 Employees
Established Year: 2012

Career opportunities at SmartFinancial

SmartFinancial
  6 - 10 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: Join SmartFinancial:? Empowering Insurers with Cutting-Edge Technology Welcome to SmartFinancial, where innovation meets impact. Our mission is simple: help insurance agencies and carriers grow faster through powerful, scalable technology. Proudly voted a …
$ 150,000 - $ 170,000
Full Time
August 7, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 80,000 - $ 125,000
Full Time
July 23, 2026
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SmartFinancial
  0 - 0 yrs   Henderson, NV, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 80,000 - $ 90,000
Full Time
July 22, 2026
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SmartFinancial
  7 - 10 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: Join SmartFinancial- Empowering Insurers with Cutting-Edge Technology Welcome to SmartFinancial, where innovation meets impact. Our mission is simple: help insurance agencies and carriers grow faster through powerful, scalable technology. Proudly voted a Be…
$ 160,000 - $ 175,000
Full Time
July 19, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 60,000 - $ 90,000
Full Time
July 17, 2026
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SmartFinancial
  4 - 5 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: 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 f…
$ 150,000 - $ 250,000
Full Time
July 14, 2026
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SmartFinancial
  2 - 3 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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 …
$ 70,000 - $ 115,000
Full Time
July 14, 2026
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SmartFinancial
  3 - 4 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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 …
$ 140,000 - $ 150,000
Full Time
July 14, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 80,000 - $ 150,000
Full Time
July 14, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents with Cutting-Edge Technology We offer a GUARANTEED BASE and UNCAPPED COMMISSION! : Our reps earn anywhere from $80-150K in commissions and performance bonuses. Our top reps are earning over $200k! We offer a …
$ 80,000 - $ 150,000
Full Time
July 14, 2026
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SmartFinancial
  0 - 0 yrs   Las Vegas, NV, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 80,000 - $ 90,000
Full Time
July 14, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 80,000 - $ 115,000
Full Time
July 14, 2026
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SmartFinancial
  2 - 3 yrs   Newport Beach, CA, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 100,000 - $ 150,000
Full Time
July 14, 2026
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SmartFinancial
  0 - 0 yrs   Columbus, OH, USA
Keyskills : N/A
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurers with Cutting-Edge Technology We offer a GUARANTEED BASE and UNCAPPED COMMISSION! : Our reps earn anywhere from $80-150K in commissions and performance bonuses. Our top reps are earning over $200k! We offer a $45,000 …
$ 80,000 - $ 150,000
Full Time
July 13, 2026
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SmartFinancial
  0 - 0 yrs   Tampa, FL, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 16 - $ 17
Full Time
July 9, 2026
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SmartFinancial
  0 - 0 yrs   Tampa, FL, USA
Keyskills : Sales , Articulate , Communication , Customer Satisfaction , Driving Growth , Employee Referral , Encourage , Focused , Healthcare , Inclusive , Insurance , Life Insurance , Marketplace , Passion For Technology , Positive Attitude , Product Offerings , Product Training , Rapport , Technology Sales , Telemarketing , Training , Verbal Communication , Work Independently
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 7, 2026
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SmartFinancial
  2 - 3 yrs   Newport Beach, CA, USA
Keyskills : SQL , Data Analysis , Data Analytics , Analysis , Analytics , Business Goals , Communication , Comprehensive , Development , Driving Growth , Focused , Google Analytics , Highly Organized , Inclusive , Insurance , Marketing , Marketing Analytics , Marketing Campaigns , Marketing Efforts , Marketplace , Presentation , Product Training , Professional Development , Supportive , Training , Vision Insurance , Work Independently
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 7, 2026
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SmartFinancial
  0 - 0 yrs   Nevada, USA
Keyskills : Sales , Articulate , Communication , Customer Satisfaction , Driving Growth , Employee Referral , Encourage , Focused , Healthcare , Inclusive , Insurance , Internet , Life Insurance , Marketplace , Passion For Technology , Positive Attitude , Product Offerings , Product Training , Rapport , Technology Sales , Telemarketing , Training , Verbal Communication , Work Independently
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 7, 2026
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SmartFinancial
  0 - 0 yrs   Columbus, OH, USA
Keyskills : Automation , B2B , B2B Sales , Sales , Adaptability , Client Relationship Building , Commitment , Comprehensive , CRM Systems , Debt Consolidation , Development , Driving Growth , Employee Referral , Energetic , Focused , Full Sales Cycle , Health Insurance , History , Inclusive , Inside Sales , Insurance , Interpersonal Skills , Management , Marketing , Marketplace , Product Training , Rapport , Rapport Building , Relationship Building , Sales Automation , Sales Crm , Sales Cycle Management , Sales Process , Sales Targets , Supportive , Training , Training and Development
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 7, 2026
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SmartFinancial
  0 - 0 yrs   Phoenix, AZ, USA
Keyskills : Sales , Adaptability , Ambitious , Comprehensive , Customer Engagement , Customer Satisfaction , Employee Referral , Encourage , Energetic , Inbound Sales , Insurance , Product Offerings , Product Training , Rapport , Receiving , Supportive , Team Player , Telemarketing , Training , Work Independently
Designation: N/A
Job Description: We are looking for call center agents who thrive in a results-driven sales environment while receiving recognition and comprehensive base and commission pay . You will be surrounded by a team comprised of individuals who have built their careers by consist…
$ 0 - $ 0
Full Time
July 7, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : Account Management , Cadence , Accounts , Communication , Competitive Landscape , Comprehensive , Consistent , Customer Acquisition , Development , Driving Growth , Focused , Inclusive , Insurance , Insurance Business , Management , Marketing , Marketplace , Product Training , Professional Development , Supportive , Training , Vision Insurance
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 6, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : Project Management , Account Management , Automation , B2B , Sales , Social Media , Analytics , Brand Management , Brand Standards , Business Administration , Collaboration , Communication , Comprehensive , Consistent , Content Creation , CRM Systems , Development , Driving Growth , Dynamic Environment , Effectiveness , Focused , Implementation , Inclusive , Insurance , Management , Marketing , Marketing Automation , Marketing Campaigns , Marketing Efforts , Marketing Principles , Marketplace , Performance Measurement , Product Training , Professional Development , Reporting , Revenue Growth , Sales Enablement , Storytelling , Strategy , Supportive , Tactics , Team Player , Training , Verbal Communication , Video Production , Vision Insurance , Written and Verbal Communication , Distribution Software
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 5, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : Project Management , Account Management , Automation , B2B , Sales , Social Media , Analytics , Brand Management , Brand Standards , Business Administration , Collaboration , Communication , Comprehensive , Consistent , Content Creation , CRM Systems , Development , Driving Growth , Dynamic Environment , Effectiveness , Focused , Implementation , Inclusive , Insurance , Management , Marketing , Marketing Automation , Marketing Campaigns , Marketing Efforts , Marketing Principles , Marketplace , Performance Measurement , Product Training , Professional Development , Reporting , Revenue Growth , Sales Enablement , Storytelling , Strategy , Supportive , Tactics , Team Player , Training , Verbal Communication , Video Production , Vision Insurance , Written and Verbal Communication
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 4, 2026
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SmartFinancial
  0 - 0 yrs   Columbus, OH, USA
Keyskills : Automation , B2B , B2B Sales , Sales , Adaptability , Client Relationship Building , Commitment , Comprehensive , CRM Systems , Debt Consolidation , Development , Driving Growth , Employee Referral , Energetic , Focused , Full Sales Cycle , Health Insurance , History , Inclusive , Inside Sales , Insurance , Interpersonal Skills , Management , Marketing , Marketplace , Product Training , Rapport , Rapport Building , Relationship Building , Sales Automation , Sales Crm , Sales Cycle Management , Sales Process , Sales Targets , Supportive , Training , Training and Development
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 0 - $ 0
Full Time
July 4, 2026
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SmartFinancial
  0 - 0 yrs   Newport Beach, CA, USA
Keyskills : Account Management , Cadence , Accounts , Communication , Competitive Landscape , Comprehensive , Consistent , Customer Acquisition , Development , Driving Growth , Focused , Inclusive , Insurance , Insurance Business , Management , Marketing , Marketplace , Product Training , Professional Development , Supportive , Training , Vision Insurance
Designation: N/A
Job Description: Join SmartFinancial: Empowering Insurance Agents 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…
$ 100,000 - $ 150,000
Full Time
July 4, 2026
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SmartFinancial
  0 - 0 yrs   Columbus, OH, USA
Keyskills : N/A
Designation: N/A
Job Description: 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…
$ 16 - $ 17
Full Time
June 3, 2026
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SmartFinancial
  1 - 2 yrs   Columbus, OH, USA
Keyskills : Sales , Ambitious , Communication , Comprehensive , Employee Referral , Encourage , Energetic , Healthcare , Insurance , Life Insurance , Outbound Calling , Product Training , Rapport , Receiving , Supportive , Training
Designation: N/A
Job Description: We are looking for call center agents who thrive in a results-driven sales environment while receiving recognition and comprehensive base and commission pay. You will be surrounded by a team comprised of individuals who have built their careers by consisten…
$ 16 - $ 17
Full Time
December 19, 2025
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