Sales Executive

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

📋 Description

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

• Employ a consultative sales approach to establish trust, educate advisors, and assist them throughout the purchasing journey.

• Acquire new clients, retain existing ones, and grow the business.

• Meet individual quarterly and annual sales targets while supporting the overall sales team.

• Skillfully present Altruist's offerings, including tools like the rebalancer and Model Marketplace.

• Collect advisor feedback systematically to guide product development and marketing initiatives.

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

• Keep accurate and complete records in Salesforce.

• Take in and utilize feedback from sales leadership to boost effectiveness and efficiency.

⛳️ Requirements

• A minimum of 5 years of experience as an independent financial advisor, in sales at a B2B financial services, fintech, or SaaS company, or as a consultant in financial services at a prestigious management consulting firm.

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

• Strong consultative sales abilities.

• Capacity to quickly grasp intricate product features and explain their value to customers.

• Possession of Series 7 and 63 licenses.

• Technologically adept with the ability to rapidly learn modern tech stacks, including AI and agentic workflows.

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

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

• Outstanding communication skills, including purposeful dialogue, active listening, and clear expression of perspectives.

• Resilience and determination to succeed despite challenges.

• Confident, humble judgment coupled with a strong knowledge base.

• Ability to explore the unknown and openness to diverse viewpoints.

• Innovative problem-solving skills to navigate obstacles.

🏝️ Benefits

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

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

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

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

• Employee perks program offering discounts on pet insurance, fitness, cell phone plans, travel, etc.

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

• One month work-from-anywhere policy (with certain country restrictions).

• Competitive overall compensation package.

• Bonus opportunities for eligible positions.

• Beautiful, amenity-rich office environments located in Culver City, CA, San Francisco, CA, and Dallas, TX.