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altruist

Sep 02

Sales Executive

Remote Remote · Remote (Tennessee, Illinois, Indiana, and Connecticut only)

client development

greenhouse

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Job description

Join Altruist as a Sales Executive to help financial advisors understand and utilize our platform. You'll leverage your sales skills to drive growth and improve team processes.

Details

  • Remote (Tennessee, Illinois, Indiana, and Connecticut only)
  • $265,000–$285,000 OTE (base + variable)
  • At least 5 years of experience in financial services or sales
  • Securities licenses: Series 7 and 63

The work

  • Develop a deep understanding of the Altruist platform and its features
  • Use consultative selling to build trust and guide advisors through the buying process
  • Capture advisor feedback to inform company priorities
  • Identify ways to improve the sales team and maintain accurate records in Salesforce