Consultative FinTech Sales Executive – Work-from-Anywhere

OpenKrill; United States; Remote; USD 260,000 - 285,000; Full time

Benefits offered by this job

Healthcare insurance

401k with match

Parental leave (16 weeks)

L&D budget for each employee

Employee mobility program

Job summary

Altruist is seeking a Sales Executive to join our Client Development team. You will build deep knowledge of the Altruist platform and position its capabilities to financial advisors, using consultative selling to educate and guide them through the buying process to acquire, retain, and expand business.

You will also capture advisor feedback to inform priorities, meet SLAs, and help scale growth. Expect to partner with leadership to improve processes and drive results in a dynamic environment.

Qualifications

• At least 5 years as an independent financial advisor, sales pro in B2B fintech/SaaS, or consulting in financial services.
• Track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills and ability to articulate product value.

Responsibilities

• Develop deep understanding of the Altruist platform and its features (e.g., rebalancer, Model Marketplace).
• Use consultative selling to build advisor trust and guide them through the buying process.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate records in Salesforce and pursue scalable growth with SLAs.

Skills

Consultative selling

Quota attainment

Financial services sales

Strong communication

Growth mindset

Ownership

Problem solving

Education

B.A./B.S. in Business/Marketing/Economics

Tools

Salesforce

Job description

Altruist is seeking a Sales Executive to join our Client Development team. You will build deep knowledge of the Altruist platform and position its capabilities to financial advisors, using consultative selling to educate and guide them through the buying process to acquire, retain, and expand business.

You will also capture advisor feedback to inform priorities, meet SLAs, and help scale growth. Expect to partner with leadership to improve processes and drive results in a dynamic environment.