Sales Executive

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

📋 Description

• Achieve results by embodying our core values to not only meet individual quarterly and annual quotas but also to contribute to the overall success of the sales team.

• Rapidly gain a comprehensive understanding of the Altruist platform and effectively position Altruist, along with its features (e.g., rebalancer, Model Marketplace).

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

• Systematically gather advisor feedback to inform company priorities (e.g., product roadmap, marketing initiatives).

• Support the sales team’s objective of fostering predictable, scalable growth by proactively identifying improvements, meeting sales SLAs, and consistently maintaining precise and comprehensive records in Salesforce.

• Exhibit coachability and a growth mindset; assimilate and implement feedback from sales leadership to enhance effectiveness and efficiency.

⛳️ Requirements

• Minimum of 5 years of experience as an independent financial advisor; as a sales professional in a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a leading management consulting firm.

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

• Strong consultative sales capabilities.

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

• Ideally, a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.

• Demonstrated commitment to obtaining your series 7 and 63 licenses.

• Technologically adept and able to swiftly familiarize oneself with modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.).

• Exceptional attention to detail and pride in every element of your work.

• Skilled in intentional dialogue; you listen as well as share your insights with others.

• Your unwavering determination to succeed, despite challenges, is inspiring.

• Radiating confidence without ego, you possess a solid knowledge base, a knack for uncovering the unknown, and openness to diverse viewpoints.

• Identifying issues is just the beginning; your instinctual creativity drives your approach to overcoming obstacles.

🏝️ Benefits

• A hybrid work schedule for most positions to encourage strong, in-person collaboration.

• Beautifully designed, amenity-rich office spaces located in Culver City, CA, San Francisco, CA, and Dallas, TX, tailored for comfort, collaboration, and productivity.

• Competitive salary and equity options for eligible roles.

• Comprehensive healthcare, dental, and vision insurance plans (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 L&D budget for each employee.

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

• A financial guidance program providing counseling on debt management, personal budgeting, savings and planning goals, and home-purchasing readiness.

• A work-from-anywhere policy for one month (excluding certain countries).