WealthTech Sales Executive for Advisors (Pacific NW)

Openkrill; United States; Remote; USD 265,000 - 285,000; Full time

Benefits offered by this job

Stunning office spaces (Culver City/SF

Dallas office access

Competitive total compensation

Premium healthcare, dental, and vision

401k with 4% match

16 week paid parental leave

Growth & mobility programs

Employee perks program

Financial guidance program

Work from anywhere 1 month

Job summary

Altruist is seeking a Sales Executive to join our Client Development team in the United States. You will build a deep understanding of the Altruist platform and clearly articulate its capabilities to financial advisors, guiding them through the buying process to acquire, retain, and expand business.

The role emphasizes consultative selling, quota attainment, and collaboration with leadership to optimize processes.

Qualifications

• Minimum 5 years in B2B sales, preferably SaaS/fintech.
• Proven track record of meeting or exceeding quotas.
• Strong consultative selling and advisory skills.

Responsibilities

• Build deep understanding of the Altruist platform for advisors.
• Use consultative selling to educate advisors and guide the buying process.
• Capture advisor feedback to inform product roadmap and marketing.
• Maintain Salesforce records and meet SLAs with the team.
• Demonstrate coachability and apply leadership feedback.

Skills

5+ years B2B sales

Quota attainment

Consultative selling

Product understanding

Exceptional communication

Ownership & accountability

Growth mindset

Problem solving

Education

Bachelor's degree in Business/Marketing/Economics

Series 7 & 63 licenses

Job description

Altruist is seeking a Sales Executive to join our Client Development team in the United States. You will build a deep understanding of the Altruist platform and clearly articulate its capabilities to financial advisors, guiding them through the buying process to acquire, retain, and expand business.

The role emphasizes consultative selling, quota attainment, and collaboration with leadership to optimize processes.