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altruist

18 days ago

Sales Executive, Great Lakes Territory

Remote Remote · Remote (Michigan, Minnesota, Wisconsin, or Iowa only)

client development

greenhouse

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Job description

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

Details

  • Remote (Michigan, Minnesota, Wisconsin, or Iowa only)
  • $265,000–$285,000 OTE (base + variable)
  • 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