Senior Sales Executive – WealthTech SaaS for Advisors

Altruist; Georgia; In loco; USD 265.000 - 285.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive total compensation

Premium healthcare, dental, vision

401k with 4% match

16 weeks parental leave

L&D budget & employee mobility

One month work from anywhere

Descrizione del lavoro

Altruist is seeking a Sales Executive to grow our Client Development pipeline and drive adoption of the Altruist platform among financial advisors. You will build trust through consultative selling, educate advisors on features like the rebalancer and Model Marketplace, and guide them through the buying process to acquire, retain, and expand business.

You will capture advisor feedback to influence the product roadmap and marketing efforts, while ensuring accurate Salesforce records and alignment

Competenze

• Minimum 5 years as a independent financial advisor, sales pro in B2B financial services/fintech/SaaS, or consultant in financial services.
• Track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills and ability to articulate value of complex product features.
• Bachelor degree in Business, Marketing, Economics, or related field.
• Series 7 and 63 licenses are preferred.

Mansioni

• Deliver results and meet quarterly/annual quotas.
• Develop deep understanding of the Altruist platform and position features like rebalancer and Model Marketplace.
• Use consultative selling to educate advisors and guide them through buying process.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate records in Salesforce and support team improvements.
• Demonstrate coachability and growth mindset.

Conoscenze

Consultative sales

Quota attainment

Financial services knowledge

Product knowledge

Series 7 & 63 licenses

Technical aptitude

Ownership

Communication

Resilience

Creative problem solving

Formazione

BA/BS in Business or related

Strumenti

Salesforce

Descrizione del lavoro

Altruist is seeking a Sales Executive to grow our Client Development pipeline and drive adoption of the Altruist platform among financial advisors. You will build trust through consultative selling, educate advisors on features like the rebalancer and Model Marketplace, and guide them through the buying process to acquire, retain, and expand business.

You will capture advisor feedback to influence the product roadmap and marketing efforts, while ensuring accurate Salesforce records and alignment