SmartAsset reviews

4.2

83% would recommend to a friend

(210 total reviews)
avatar

Michael Carvin

88% approve of CEO

85% positive business outlook

SmartAsset has an employee rating of 4.2 out of 5 stars, based on 210 company reviews on Glassdoor which indicates that most employees have an excellent working experience there. The SmartAsset employee rating is in line with the average (within 1 standard deviation) for employers within the Management & Consulting industry (3.7 stars).

Reviews by job title

210 reviews
5.0
Jan 6, 2025
Recommend
CEO approval
Business Outlook

Pros

I started here more than 3 years ago and I can tell you that this has to be one of the best products to sell. Not too many roles out there where you can close a few thousand dollar deal in one call. People don’t realize the credibility it takes to be able to do that. You are working for a good brand and that is huge.

Cons

The biggest con is its takes time to become an expert in this field. To be a true master of the craft you have to understand what makes a successful advisor. Once you can talk the walk you can walk the walk. I’ve read through these reviews and have watched plenty of employees come and go. And almost every person that has left is a bitter person that wants to blame the company and not their effort. Some of these reviews are the furthest thing from the truth. I started from the ground up, they reward revenue. Period. I can 100% say that success is driven by the effort of the individual. I’ve seen people make their month in one week and from one deal. There’s not much cons from a job like that. My grandpa always said there’s no such thing as a perfect job. To me this job takes time to develop into a career. If you stick with it, this industry has made more millionaires than any other.

avatar
SmartAsset Response
1y
Thank you for taking the time to share your feedback and we are happy to hear that you are having a rewarding experience. Our team member’s success is important to us and we are constantly looking for additional opportunities to help coach, guide and mentor our employees and lead them to the path of success. If you have any more specific feedback or ideas on how we can continue to develop our Sales team, please feel free to set up time with me! - Britt Pennington, Senior Director of Sales
1.0
Jan 3, 2025
Recommend
CEO approval
Business Outlook

Pros

Catered lunch when we were in the office. Food stipend when we became remote. Coworkers are generally nice.

Cons

This company is an absolute joke and likely the worst place I’ve worked in my entire career. If you’re considering a sales job here, do yourself a favor and look elsewhere. The company is a complete dumpster fire. The sales team is overworked, underpaid, micromanaged, and insufficiently trained. When you start, they hand you a playbook with scripts and provide less than a week of "training." After that, you're thrown onto the floor to cold-call financial advisors 80 times a day, trying to sell them on a lead generation program. The leads are a joke—recycled from the recently departed Account Executives who didn’t even last three months. These financial advisors are so inundated with calls from SmartAsset that most of them simply hang up the moment they hear who you are. The sales team experiences such high turnover that calling it a "revolving door" doesn’t do it justice—it’s more like a floodgate. People are stressed, unhappy, and simply counting down the days until they can leave. The culture is toxic, morale is non-existent, and management seems oblivious or indifferent. If you value your sanity, steer clear of this place.

avatar
SmartAsset Response
1y
Thank you for sharing your perspective. While we're sorry to hear that your experience at SmartAsset was not a positive one, we want to acknowledge that our company, sales organization, and leadership have evolved significantly since the time you were with us. Since I joined the organization in 2023, I’ve made it a priority to enhance training to be a full month long, improve lead quality, and overall team support. We’ve rolled out significant improvements to our onboarding and development programs, and we continue to focus on providing structured coaching, ongoing mentorship, and the tools needed to succeed. Sales is always a challenging and competitive field, and we recognize that it's not the right fit for everyone. That said, we are committed to creating an environment where Account Executives feel equipped, valued, and supported in their roles. If you have any additional insights you'd like to share, we encourage you to reach out to us at peopleops@smartasset.com. Wishing you all the best in your future endeavors! - Britt Pennington, Senior Director of Sales
3.0
Dec 29, 2024

Salary

Recommend
CEO approval
Business Outlook

Pros

works close with manager and director

Cons

it seems like they want to keep the top reps at the top

avatar
SmartAsset Response
1y
Thank you for your feedback. We are glad to hear that you are having a positive experience with your manager and our Director, Sales. We care about the success of all of our team members and value the contributions of each of our Account Executives. Our managers focus on developing all our sales reps to perform at the best of their ability and look for opportunities to grow their skills. We encourage you to continue to work closely with your manager who is focused on your success.
Viewing 58 - 60 of 210 Reviews

Glassdoor has 218 SmartAsset reviews submitted anonymously by SmartAsset employees. Read employee reviews and ratings on Glassdoor to decide if SmartAsset is right for you.