Sales Executive, Great Lakes Territory

About Altruist

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.

We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!

Our values

• Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
• Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
• Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The opportunity

Altruist is entering an exciting phase of growth, and we're looking for a Sales Executive to join our quickly scaling Client Development team!

Your impact

• Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
• Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
• Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
• Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
• Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
• Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency

What you bring

• Experience
  • At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm
  • Track record of meeting or exceeding quotas in a fast-paced environment
  • Strong consultative sales skills
  • Ability to understand complex product features quickly and articulate how they create value for customers
• Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.
• Securities licenses - You studied hard and we’re excited to carry your series 7 and 63 licenses
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, S