Senior Wealth Tech Sales Executive

Altruist; Williamstown (NJ); On-site; USD 265,000 - 285,000; Full time

Benefits offered by this job

Premium healthcare

401k with 4% match

16 week paid parental leave

Work from anywhere (1 month)

Job summary

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

You will capture advisor feedback to inform product roadmaps and marketing campaigns while meeting sales SLAs and maintaining Salesforce records.

Qualifications

• Meet or exceed quotas in a fast-paced environment.
• Strong consultative sales skills to educate advisors.
• Ability to quickly understand complex product features.

Responsibilities

• Position Altruist to financial advisors using consultative selling.
• Guide advisors through the buying process to acquire and expand business.
• Capture advisor feedback to shape product and marketing priorities.
• Maintain accurate Salesforce records and meet SLAs.

Skills

Consultative sales

Quota attainment

Relationship building

Strong communication

Education

Bachelor's degree

Series 7 & 63 licenses

Tools

Salesforce

Job description

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

You will capture advisor feedback to inform product roadmaps and marketing campaigns while meeting sales SLAs and maintaining Salesforce records.