If you’ve got thick skin, a calm voice, and you can run a clean script without sounding like a robot, this role pays you to book meetings and keep momentum moving. It’s high-volume outbound calling with clear metrics, plus a legit mission: helping people actually talk to vetted financial advisors.
About SmartAsset
SmartAsset is a consumer-focused financial information and advice platform reaching an estimated 59 million people monthly (as of January 2025) through educational content and calculators/tools. They also run SmartAsset Advisor Marketing Platform (AMP), connecting consumers with fiduciary financial advisors.
Schedule
- Full-time, remote (contiguous U.S.)
- Monday to Friday, 9:00 AM to 6:00 PM ET
- Some holiday or weekend work may be required during peak seasons
What You’ll Do
- Make 200+ outbound calls per day to users who expressed interest
- Schedule consultations between users and financial advisors
- Serve as a trusted guide through the “connect with an advisor” process
- Use customer service best practices and scripted messaging to personalize the experience
- Meet or exceed performance metrics (quota, conversion, quality)
- Log all interactions and outcomes accurately in the internal CRM
- Identify recurring user pain points and escalate themes to improve the experience
- Share insights with team leads and cross-functional partners to drive improvements
- Support additional projects as needed in a fast-paced team environment
What You Need
- 1+ year of high-volume outbound call center experience (100+ calls/day)
- Comfort working in a quota and conversion-heavy environment
- Ability to adapt quickly based on user and business needs
- Strong organization, attention to detail, and time management
- Comfortable working at a desk and on a computer for prolonged periods
- Able to communicate clearly via phone and video when needed
Benefits
- Fully remote within the contiguous U.S.
- Medical, dental, and vision plan options
- Company-paid life and AD&D, plus optional supplemental coverage
- 401(k) with employer match, FSA/HSA options, equity packages for every role
- Generous vacation, sick, and parental leave
- Pet insurance, home office stipend, and Employee Assistance Program (EAP)
Compensation
- For CA, CO, CT, MD, NV, RI, WA, and NYC residents: $45,000 base + $15,000 variable commission + equity + benefits
- Pay varies by skills, experience, and location (contiguous U.S.)
Real talk: 200+ calls a day is not “customer service,” it’s dial-time with a service mindset. If you hate quotas, run. If you like measurable wins and you’re built for repetition with precision, you can eat here.
Happy Hunting,
~Two Chicks…