Sales Executive

Job Description:

• Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors
• Use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business
• Achieve individual quarterly and annual quota while supporting the broader sales team
• Effectively position Altruist, its platform, and features such as the rebalancer and Model Marketplace
• Systematically capture advisor feedback to inform company priorities, including the product roadmap and marketing campaigns
• Identify ways to improve the sales team while meeting sales service-level agreements
• Maintain accurate, complete records in Salesforce
• Absorb and apply feedback from sales leadership to increase effectiveness and efficiency

Requirements:

• At least 5 years of experience as a sales professional at a B2B financial services, fintech, or SaaS organization
• Track record of meeting or exceeding quotas in a fast-paced environment
• Strong consultative sales skills
• Ability to quickly understand complex product features and articulate how they create value for customers
• Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc. (optional)
• Series 7 and 63 licenses
• Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
• Ownership and accountability for delivering high-quality results
• Superb communication skills, including thoughtful listening and clear expression
• Resilience and determination to achieve success
• Confident, ego-less judgment and openness to differing perspectives
• Creative problem-solving ability

Benefits:

• Premium healthcare, dental, and vision insurance plans (HMO and PPO)
• 401k savings plan with a 4% match and immediate vesting
• 16 week paid parental leave after one year of employment
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
• Company perks program including discounts on pet insurance, fitness, cell phone plans, and travel
• Financial guidance program including counseling on navigating debt, tracking personal spend, saving and planning goals, and home-purchasing preparedness
• One month work from anywhere policy, with the exception of a few countries
• Competitive total compensation
• Bonus program for eligible roles