Sales Executive

This is a fully remote position, open to applicants in Connecticut, +2 more states.

📋 Description

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

• Cultivate a thorough understanding of the Altruist platform and effectively present its features, including the rebalancer and Model Marketplace.

• Employ consultative selling techniques to establish trust with advisors, educate them, and assist them throughout the purchasing journey.

• Acquire, retain, and grow business relationships with financial advisors.

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

• Identify opportunities to enhance the sales team’s performance and support sustainable, scalable growth.

• Adhere to sales service level agreements (SLAs) and maintain precise and complete records in Salesforce.

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

⛳️ Requirements

• Minimum of 5 years of experience as an independent financial advisor, B2B financial-services/fintech/SaaS sales professional, or financial-services consultant at a prestigious management consulting firm.

• Proven track record of achieving or surpassing quotas in a dynamic environment.

• Exceptional consultative sales abilities.

• Capability to rapidly grasp complex product features and effectively communicate their value to customers.

• A B.A. / B.S. degree in a related field such as Business or Marketing is preferred, but not mandatory.

• Possession of Series 7 and 63 securities licenses.

• Technological proficiency and the ability to adapt to modern technology stacks, including Google Suite, Slack, Salesforce, and Zendesk.

• Excellent communication skills.

• Demonstrated ownership, resilience, confidence, and innovative problem-solving skills.

🏝️ Benefits

• Competitive compensation and equity options for qualifying positions.

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

• 401k savings plan featuring a 4% match with 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.

• A company perks program that offers discounts on pet insurance, fitness, mobile phone plans, and travel.

• A financial guidance program that includes counseling on managing debt, tracking personal spending, saving and planning goals, and home-buying readiness.

• A one-month work-from-anywhere policy, with some country exceptions.

• Stock Options (ISOs) available for eligible positions.