Sales Executive, Southeast Territory
New
A
AltruistFintech Wealth Management
Remote (Alabama, Georgia, Florida only)Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 5 years of experience
- Required Skills
- SalesforceGoogle WorkspaceSlackZendesk
Requirements
- At least 5 years of experience as an independent financial advisor, B2B financial services/fintech/SaaS sales professional, or financial services consultant.
- Proven track record of meeting or exceeding sales quotas.
- Strong consultative sales skills.
- Active Series 7 and 63 licenses.
- Proficiency with modern tech stacks including Google Suite, Slack, Salesforce, and Zendesk.
- Strong communication and listening skills.
- Ability to understand and articulate complex product features.
- Demonstrated creative problem-solving and resilience.
- B.A. / B.S. degree preferred.
Responsibilities
- Deliver results by achieving individual quarterly and annual quotas.
- Develop a deep understanding of the Altruist platform and specific features like rebalancer and Model Marketplace.
- Leverage consultative selling skills to build trust, educate advisors, and guide them through the buying process.
- Systematically capture advisor feedback to inform product roadmap and marketing campaigns.
- Maintain accurate and complete records in Salesforce while meeting sales SLAs.
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