Sales Executive

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Develop a comprehensive understanding of the Altruist platform and effectively communicate its features to financial advisors.

• Utilize consultative selling techniques to build rapport, educate advisors, and assist them throughout the purchasing journey.

• Acquire, retain, and grow the business.

• Meet individual quarterly and annual sales targets while contributing to the overall success of the sales team.

• Clearly articulate the advantages of Altruist and its features, such as the rebalancer and Model Marketplace.

• Systematically gather advisor feedback to guide company priorities, product development, and marketing initiatives.

• Enhance the sales team's performance while adhering to sales service-level agreements.

• Maintain accurate and complete records within Salesforce.

• Implement feedback from sales leadership to improve effectiveness and efficiency.

⛳️ Requirements

• Minimum of 5 years of experience as a sales professional in a B2B financial services, fintech, or SaaS environment.

• Proven history of meeting or exceeding sales quotas in a dynamic setting.

• Strong consultative sales capabilities.

• Ability to rapidly grasp complex product features and articulate their value to customers.

• A B.A./B.S. degree in a relevant discipline such as Business, Marketing, or Economics is preferred.

• Possession of Series 7 and 63 licenses.

• Technologically proficient and capable of quickly adapting to modern tech stacks, including AI and agentic workflows.

• Capacity to take ownership and responsibility for delivering exceptional results.

• Excellent communication skills, encompassing intentional dialogue, attentive listening, and clear articulation.

• Resilience and determination to succeed despite challenges.

• Confident, humble judgment, a robust knowledge base, a knack for uncovering the unknown, and an openness to diverse perspectives.

• Creative problem-solving abilities.

🏝️ Benefits

• Comprehensive healthcare, dental, and vision insurance options (HMO and PPO).

• 401k savings plan with a 4% match and immediate vesting.

• 16 weeks of paid parental leave after one year of employment.

• Opportunities for professional growth and development, including an employee mobility program and an annual learning and development budget for each employee.

• Company perks program featuring discounts on pet insurance, fitness, mobile phone plans, and travel.

• Financial guidance program offering counseling on debt management, personal spending tracking, savings and planning goals, and home-buying readiness.

• One-month work-from-anywhere policy, with certain country exceptions.

• Competitive total compensation package.

• Bonus program available for eligible positions.