Don't do it! - Account Manager bei SmartFinancial: Mitarbeiterbewertung

1.0
27. Mai 2022
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CEO-Befürwortung
Geschäftsprognose

Pros

working from home, off on weekends

Kontras

pressure to resale a disgruntled former client, fixing mess made by dishonest sales team, no training. This review is coming from someone who foolishly accepted a work from home Account Management position from this company. I received a week training that consisted of daily Zoom classroom. It was absolutely horrible, and I learned nothing. They told me I would receive a list of past cancelled clients and would be responsible for trying to get them to resign up for services. Well after 98% of your customers are disgruntled insurance agency owners who have wasted hundreds or thousands of dollars without selling a single policy that conversation would never go down good. They started off telling me I didn't have to sell anything seeing that they have their own sales department. This is a lie and they started to harass me to make people come back on board or I had no job. this after only being there a month and still trying to learn the freaking 5-6 unnecessary systems they use. The sales team will lie and tell agents whatever to get a sale and then we were tasked with smoothing it over and covering the lie. They have no set price structure and we are basically trained to sell leads for astronomical rates 5-200 dollars a pop and then when agent has no sucess and calls to complain we lower the price and act like we're making changes on the back in to their geological area, filters, etc. They call again in a few weeks or we call them back as trained weekly knowing they're being screwed but we continue to blame it on agent or staff and tell them they don't have proper procedures in place to work the leads. Basically making them think they're crazy or don't know how to run their business. They are set up on auto-draft and can not receive credit for bad leads if they turn this off. They also can't stop the flow of their leads on weekends and will have to call an account manager to do this. once they come in on Monday and have lots of bogus leads from the weekend we are taught to smooth them over and tell them there is no such thing as a bad lead or I'm the marketing professional and I know this process works, we have lots of successful agents using our product, etc. Which is a brainwashed LIE. Thats why we can't provide you with agent referrals just tell you to check online reviews, which are created by employees of the company. I was abruptly terminated for not resigning up enough past clients after 2 and a half months. I left a great job to come work for these lying fools. please do not waste your companies marketing dollars FARMERS,STATEFARM, etc. agents. they laugh when new agents go out of business after solely using their horrible leads to start up an agency. they prey on new agents that don't have a clue about their horrible reputation. they also have their own in house insurance company so if a lead is actually good do u think they will close it or give it to your agency? think about that conflict of interest for a moment. STAY AWAY AND SAVE YOUR MONEY, YOU WILL DO BETTER ASKING AND GIVING A SMALL GIFT CARD TO EXISTING CUSTOMERS FOR REFERRALS. They track the minutes I was on a call and if an agent didn't want to speak with Smart financial i would have to make small talk with their staff just to burn up minutes. They assign different phone numbers from different states so that if you block them they will just have new reps call from different numbers. you will never be able to stop the harassing calls from their company once you have figured them out to be bogus. They simply hire new reps with different area codes and they continue to call your office daily. horrible California fake management and co-workers they tell you to reach out if you need help but they never really are available to assist when you do.

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Reaktion von SmartFinancial
4y
We appreciate your feedback and review. It's our mission to ensure that our employees are set up for success from Day 1 of employment and our training is designed to last as long as our Account Manager needs it through weekly learning seminars with peers, weekly 1:1's with direct management and a comprehensive introductory training upon immediate employment. Our Account Managers have all the tools needed to perform their role to our desired expectations in our view and we are committed to enhancing these tools. We operate with the utmost integrity and we empower our Account Managers to provide their feedback to help us create a better organization. We appreciate your feedback and wish that you had a better experience in this role.

Mehr Bewertungen zu SmartFinancial entdecken

5.0
27. Mai 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

As a manager at Smart Financial, I’ve had a genuinely positive experience working here and appreciate the overall balance the organization provides. Compensation is fair and competitive for the industry, and while there’s always room for growth in any role, I feel appropriately rewarded for the work and responsibility that comes with leadership. One of the standout strengths of the company is the schedule structure, it supports both productivity and work-life balance, which is not always easy to find in this field. The leadership team is another major plus. Management is approachable, supportive, and open to feedback, which creates an environment where managers and team members alike feel heard and valued. There’s a clear emphasis on collaboration rather than micromanagement, which makes a big difference in day-to-day operations. The overall work environment is friendly, positive, and team-oriented. There’s a strong sense of camaraderie across departments, and that culture helps keep morale high even during busy periods. Overall, it’s a solid place to work with a supportive culture, reliable structure, and leadership that genuinely tries to invest in its people.

Kontras

None to report currently, good job

2.0
31. Mai 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

They don’t micromanage you Remote positions That’s about it

Kontras

• Minimal transparency, especially from management, if there’s traffic issues good chance they won’t tell you what is causing it • Extremely difficult metrics in order to make commission, that they change often to avoid paying out commission, and if it’s a holiday week, just know you most likely aren’t making commission that week, and if you go on vacation best believe whoever is covering you doesn’t care about your book • Huge lack of culture, even with a culture committee, they keep every department very private from one another and you are not allowed to communicate with other departments, making it hard to solve client issues • You’re better off finding somewhere else that respects its employees and doesn’t blindside them after 4 years by terminating them with minimal reason why and going back on performance from years prior to justify it. Even after hitting $1 million dollars in revenue, they do not value people here.

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