Sales Executive

This is a fully remote position, open to applicants in Idaho, +5 more states.

📋 Description

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

• Employ consultative selling techniques to establish trust, educate advisors, and assist them throughout the purchasing process to acquire, retain, and grow their business.

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

• Skillfully present Altruist, its platform, and features like the rebalancer and Model Marketplace.

• Systematically gather advisor feedback to guide company initiatives, including the product roadmap and marketing strategies.

• Discover opportunities to enhance the sales team's performance while adhering to sales service-level agreements.

• Keep precise and comprehensive records in Salesforce.

• Accept and implement feedback from sales leadership to boost effectiveness and efficiency.

⛳️ Requirements

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

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

• Exceptional consultative sales abilities.

• Capability to swiftly grasp complex product features and articulate how they deliver value to customers.

• Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc. (optional).

• Possession of Series 7 and 63 licenses.

• Proficient with technology and able to quickly adapt to modern tech stacks, including AI and agentic workflows.

• A sense of ownership and accountability for producing high-quality outcomes.

• Excellent communication skills, encompassing active listening and clear articulation.

• Tenacity and determination to achieve success.

• Confident, humble judgment and receptiveness to diverse perspectives.

• Strong creative problem-solving skills.

🏝️ Benefits

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

• 401k savings plan featuring 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 allocated for each employee.

• Company perks program that includes discounts on pet insurance, fitness memberships, cell phone plans, and travel.

• Financial guidance program that offers counseling on managing debt, tracking personal expenses, saving and planning goals, and preparing for home purchases.

• One month work-from-anywhere policy, excluding a few countries.

• Competitive overall compensation package.

• Bonus program available for eligible positions.