Sales Executive, Great Lakes Territory - Remote

Overview

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.

In Short

• Deliver results; demonstrate our core values to achieve individual and team success.
• Quickly develop a deep understanding of the Altruist platform and its features.
• Leverage consultative selling skills to build trust with advisors.
• Capture advisor feedback to inform company priorities.
• Contribute to creating predictable, scalable growth for the sales team.
• Demonstrate coachability and growth mindset.

Requirements

• 5+ years of experience in financial services or sales.
• Track record of meeting or exceeding sales quotas.
• Strong consultative sales skills.
• Ability to understand and articulate complex product features.
• B.A. / B.S. degree in relevant fields is preferred.
• Possession of series 7 and 63 licenses.
• Technologically savvy with modern tech stacks.
• Superb communication skills.
• Creative problem-solving abilities.

Benefits

• Hybrid work schedule for most positions.
• Stunning office spaces in key locations.
• Competitive pay and equity for eligible positions.
• Comprehensive healthcare benefits.
• 401k savings plan with a match.
• Paid parental leave after one year.
• Professional growth opportunities.
• Company perks program.
• Financial guidance program.
• Work from anywhere policy for one month.