Sales Executive, Southeast Territory
AltruistRIA Custodian/Platform company
RemoteSenior
GIC
Salesforce Ventures
Baillie Gifford
ICONIQ Growth
Geodesic Capital
Carson Family Office
Sales & Account Management
About the role
TL;DR
Sales Executive to drive growth in the Southeast territory for a wealth management AI platform.
- •Altruist is transforming the wealth management industry with an AI platform for wealth professionals.
- •We are seeking a Sales Executive to join our growing Client Development team and drive our mission of making financial advice better, more affordable, and accessible.
- •Key Responsibilities Achieve individual quarterly and annual quota by delivering results and embodying core values.
- •Develop a deep understanding of the Altruist platform and effectively position its features to advisors.
- •Utilize consultative selling skills to build trust, educate advisors, and guide them through the buying process.
- •Capture advisor feedback to inform company priorities and contribute to predictable, scalable growth.
- •Demonstrate coachability and a growth mindset, applying feedback to increase effectiveness.
- •Requirements At least 5 years of experience in financial advisory, B2B financial services sales, fintech/SaaS sales, or financial services consulting.
- •Proven track record of meeting or exceeding quotas in a fast-paced environment.
- •Strong consultative sales skills and the ability to articulate complex product value.
- •Securities licenses (Series 7 and 63).
- •Technologically savvy with proficiency in modern tech stacks.
Required skills
SalesforceAccount ManagementSalesBusiness DevelopmentNegotiationPipeline ManagementLead GenerationMarket AnalysisCustomer ServiceSlack
Domain expertise
fintech
Benefits & perks
Equity, Health insurance, Dental insurance, Vision insurance, 401k match, Paid parental leave, Professional development budget, Discounts, Financial guidance
Tech stack
SalesforceSlack
