Sales Executive
A
AltruistWealth management
Remote (Northern CA and Nevada only)Full-TimeExecutive
Salary$265,000–$285,000 OTE (base salary + variable compensation)
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Job Details
- Experience
- At least 5 years of experience as a sales professional at a B2B financial services, fintech, or SaaS organization.
- Required Skills
- Artificial IntelligenceSalesforceSaaS
Requirements
- Have at least 5 years of sales experience at a B2B financial services, fintech, or SaaS organization.
- Have a track record of meeting or exceeding quotas in a fast-paced environment.
- Demonstrate strong consultative sales skills.
- Be able to quickly understand complex product features and explain how they create value for customers.
- Hold Series 7 and Series 63 licenses.
- Be technologically savvy and able to get up to speed on modern tech stacks, including AI and agentic workflows.
- A B.A. or B.S. in a relevant field such as Business, Marketing, or Economics is preferred.
Responsibilities
- Achieve individual quarterly and annual quota while supporting the broader sales team.
- Develop a deep understanding of the Altruist platform and position its capabilities and features, including the rebalancer and Model Marketplace.
- Use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process.
- Acquire, retain, and expand business with financial advisors.
- Capture advisor feedback to inform company priorities, product roadmap, and marketing campaigns.
- Identify ways to improve the sales team while meeting sales service-level agreements.
- Maintain accurate, complete records in Salesforce.
- Apply feedback from sales leadership to improve effectiveness and efficiency.
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