Sales Executive — AI Wealth Platform Growth

Altruist; United States; Hybride; USD 265 000 - 285 000; Plein temps

Avantages offerts par ce poste

Bonus program

401k with 4% match

16 weeks parental leave

L&D budget

Employee mobility program

Work from anywhere (select regions)

Pet insurance discounts

Health, dental, vision insurance

Résumé du poste

Altruist is seeking a Sales Executive to join its Client Development team in the United States. You’ll build deep knowledge of the Altruist platform and clearly 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’ll capture advisor feedback to influence the product roadmap and marketing campaigns, meet quarterly quotas, and help the team scale.

Qualifications

• Minimum 5 years of sales experience in B2B financial services, fintech, or SaaS.
• Track record of meeting or exceeding quotas in fast-paced environments.
• Strong consultative sales skills.
• Ability to understand complex product features and articulate value.
• Bachelor's degree in Business, Marketing, Economics, or related field.
• Series 7 and 63 securities licenses.
• Technical aptitude with AI and modern tech stacks.
• Ownership and accountability in work.
• Excellent communication and resilience.

Responsabilités

• Deliver results while meeting quarterly and annual quotas and support the broader sales team.
• Develop deep understanding of the Altruist platform and position it to advisors.
• Use consultative selling to educate advisors and guide buying decisions.
• Capture advisor feedback to inform product roadmap and campaigns.
• Identify ways to improve the sales team while meeting SLAs and keeping Salesforce records.
• Demonstrate coachability and apply feedback to increase effectiveness.

Connaissances

5+ years sales experience

Consultative selling

B2B sales

Relationship building

Communication

Ownership & accountability

Growth mindset

Financial services familiarity

Formation

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

Outils

Salesforce

Description du poste

Altruist is seeking a Sales Executive to join its Client Development team in the United States. You’ll build deep knowledge of the Altruist platform and clearly 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’ll capture advisor feedback to influence the product roadmap and marketing campaigns, meet quarterly quotas, and help the team scale.