Sales Executive

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🕒 Maio 11

🚗 Michigan, Minnesota, +1 estados a mais – Remoto

🚗 Michigan – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

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🟠 Sênior

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Altruist

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

A Altruist é uma empresa moderna de tecnologia e serviços financeiros que fornece ferramentas e serviços para ajudar Consultores de Investimentos Registrados (RIAs) a alcançar melhores resultados para os clientes. A Altruist oferece gestão de portfólio, relatórios e soluções para gerenciar taxas e faturamento através de uma plataforma aberta e escalável. A empresa também fornece serviços de corretagem e custódia, tornando os serviços de consultoria financeira mais eficientes e econômicos. A Altruist está comprometida com a inovação no comércio de renda fixa e apoia consultores com uma variedade de soluções tecnológicas para aumentar a produtividade e a rentabilidade enquanto reduz ineficiências. A Altruist Financial LLC, membro da FINRA e SIPC, supervisiona as operações de corretagem, oferecendo negociações sem comissão, e a Altruist LLC fornece serviços de consultoria como um consultor de investimentos registrado na SEC.

Descrição

• 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

🎯 Requisitos

• 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 • Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc. • You studied hard and we’re excited to carry your series 7 and 63 licenses • You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.) • The pride you put into every aspect of your work is unparalleled and undeniable • Intentional dialogue is a superpower. You listen as well as you share your perspective with others. • We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way • Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. • Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

🏖️ Benefícios

• A hybrid work schedule for most positions to promote strong, in-person collaboration. • Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. • Competitive pay and equity for eligible positions. • Premium healthcare, dental, and vision insurance plans (HMO and PPO). • 401k savings plan with a 4% match and immediate vesting. • 16 week paid parental leave after one year of employment. • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee. • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.). • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.). • One month work from anywhere policy (with the exception of a few countries).