Sales Executive, Southeast Territory

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

📋 Description

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

• Rapidly gain an in-depth knowledge of the Altruist platform and effectively position Altruist, along with its features (such as rebalancer and Model Marketplace).

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

• Methodically gather advisor feedback to help shape company priorities (for instance, product roadmap and marketing strategies).

• Play a role in the sales team's objective of fostering predictable, scalable growth by proactively identifying improvements, meeting sales SLAs, and consistently keeping precise and thorough records in Salesforce.

• Exhibit coachability and a growth mindset; absorb 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 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 meeting or surpassing quotas in a dynamic environment.

• Strong consultative selling abilities.

• Capability to quickly grasp complex product features and explain how they deliver value to customers.

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

• You’ve diligently studied and are eager to obtain your series 7 and 63 licenses.

• You possess technological proficiency and can swiftly adapt to modern tech stacks (including Google Suite, Slack, Salesforce, Zendesk, etc.).

• The pride you take in every facet of your work is unmatched and evident.

• Intentional dialogue is one of your strengths. You excel at listening while sharing your insights with others.

• Your relentless determination to succeed inspires us, regardless of the challenges you encounter along the way.

• You exude confidence that is remarkable yet devoid of ego. You have a solid knowledge base, the ability to uncover the unknown, and are receptive to diverse viewpoints.

• Recognizing the issue is only the beginning. You have an instinctive creativity in your approach to overcoming obstacles.

🏝️ Benefits

• Beautiful, amenity-rich office spaces located in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are thoughtfully designed 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 following one year of employment.

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

• Company perks program offering discounts on pet insurance, fitness, cell phone plans, and travel, among others.

• Financial guidance program providing counseling on managing debt, tracking personal spending, saving and planning objectives, and preparing for home purchases.

• One month work-from-anywhere policy (with the exception of a few countries).