Sales Executive, Southeast

Altruist; Guin (AL); On-site; USD 265,000 - 285,000; Full time

Benefits offered by this job

Premium healthcare

401k with 4% match

Professional growth (L&D budget)

Employee mobility program

Company perks (discounts)

One month work from anywhere policy

Job summary

Altruist is transforming wealth management by delivering an AI platform for advisors nationwide. We’re seeking a Sales Executive to drive growth, develop deep platform expertise, and clearly articulate value to financial advisors.

You will help shape the product roadmap through advisor feedback while meeting sales SLAs and quota targets. You’ll leverage strong consultative selling skills to position features like the rebalancer and Model Marketplace, and you will maintain precise records in

Qualifications

• Five+ years of experience in financial services sales or as an independent advisor.
• Strong consultative sales skills and ability to articulate complex product value.
• S. degree in a relevant field such as Business, Marketing, Economics.

Responsibilities

• Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors.
• Meet quarterly and annual quota and support the broader sales team.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate, complete records in Salesforce.
• Demonstrate coachability and a growth mindset by applying feedback from sales leadership.
• Position features such as the rebalancer and Model Marketplace to customers.
• Identify ways to improve the sales team while meeting SLAs.

Skills

Consultative selling

Sales storytelling

Client relationship management

Education

Bachelor's degree in Business/Marketing/Economics

Tools

Salesforce

Job description

About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. Altruist is in the midst of an exceptional growth phase and we're excited to hire a Sales Executive to join our growing Client Development team. In this role, you'll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors. You'll also help create predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and continuously improving how the team works.

Deliver results and demonstrate our core values while achieving individual quarterly and annual quota and supporting the success of the broader sales team.

Quickly develop a deep understanding of the Altruist platform and effectively position Altruist, the platform, and specific features such as the rebalancer and Model Marketplace.

Systematically capture advisor feedback to help inform company priorities, including the product roadmap and marketing campaigns.

Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce.

Demonstrate coachability and a growth mindset by absorbing and applying feedback from sales leadership to increase effectiveness and efficiency.

Experience - At least 5 years of experience as an independent financial advisor, as a sales professional at a B2B financial services, fintech, or SaaS organization, or as a consultant specializing in financial services at a top-tier management consulting firm.

Strong consultative sales skills. The ability to quickly understand complex product features and articulate how they create value for customers.

S. degree in a relevant field such as Business, Marketing, Economics, etc.

Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results.

Creative problem solving - You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks.

This role has a target compensation range of $265,000–$285,000 OTE (base + variable). Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.

We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape.

Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX.

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

Total compensation includes a competitive benefits package, along with a bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways.