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Sales Executive

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

At least 5 years experience in financial services or consulting, Track record meeting sales quotas.

Key responsabilities:

Achieve individual and team sales goals
Deep understanding of Altruist platform
Consultative selling to build trust with advisors
Capture advisor feedback to inform company priorities
Contribute to creating scalable growth

Altruist Corp Financial Services SME https://altruist.com/

51 - 200 Employees

See all jobs

Job description

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we're looking for a Sales Executive to join our Client Development team. This position is expected to be remote with some occasional travel to clients and to our HQ in Culver City, CA.

What you’ll do

Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency

What you’ll bring

At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm
Track record of meeting or exceeding quotas in a fast-paced environment
Strong consultative sales skills
Exceptional verbal and written communication skills
Ability to understand complex product features quickly and articulate how they can create value for customers

Nice To Have

Prior experience at a fast-growing B2B startup
Series 7 and 63
Proficient in Google Drive, Salesforce, and Slack

Benefits

Competitive salary and stock options
Premium Healthcare, Dental, and Vision insurance plans
Generous paid parental leave
401(k) savings plan with matching contributions
Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.