Sales Executive
A
AltruistFinancial services
Remote (New York or New Jersey only)Full-TimeMiddle
Salary$265,000–$285,000 OTE (base + variable)
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Job Details
- Experience
- At least 5 years of experience
- Required Skills
- Artificial IntelligenceSalesforceSaaS
Requirements
- Have at least 5 years of experience as an independent financial advisor, in sales at a B2B financial services, fintech, or SaaS organization, or as a financial-services consultant at a top-tier management consulting firm.
- Demonstrate a track record of meeting or exceeding quotas in a fast-paced environment.
- Bring strong consultative sales skills.
- Be able to quickly understand complex product features and explain their value to customers.
- Hold Series 7 and Series 63 licenses.
- Be technologically savvy and able to learn 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.
- Learn the Altruist platform and position its capabilities, 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.
- Capture advisor feedback to inform company priorities, product-roadmap decisions, and marketing campaigns.
- Identify ways to improve the sales team while meeting sales service-level agreements.
- Maintain accurate and complete records in Salesforce.
- Apply feedback from sales leadership to improve effectiveness and efficiency.
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