Sales Executive

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🕒 vor 2 Monaten

🚗 Michigan, Minnesota, +1 weitere Bundesländer – Remote

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

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

🤑 Vertrieb

🦅 H1B-Visum-Sponsor

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Altruist

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

💼 Beratung

📦 Logistik

📣 Marketing

Consulting • Logistics • Marketing

Altruist ist ein modernes Technologie- und Finanzdienstleistungsunternehmen, das Werkzeuge und Dienstleistungen bereitstellt, um registrierten Anlageberatern (RIAs) zu helfen, bessere Ergebnisse für ihre Kunden zu erzielen. Altruist bietet Portfolio-Management, Berichterstattung und Lösungen zur Verwaltung von Gebühren und Rechnungsstellungen über eine skalierbare, offene Plattform an. Das Unternehmen bietet auch Makler- und Verwahrungsdienste an, die die Finanzberatungsdienste effizienter und kostengünstiger machen. Altruist engagiert sich für Innovationen im Handel mit festverzinslichen Wertpapieren und unterstützt Berater mit einer Vielzahl von technologieführenden Lösungen zur Steigerung der Produktivität und Rentabilität bei gleichzeitiger Reduzierung von Ineffizienzen. Altruist Financial LLC, ein Mitglied der FINRA und SIPC, überwacht die Maklergeschäfte und bietet provisionsfreien Handel an, während Altruist LLC als bei der SEC registrierter Anlageberater Beratungsdienste anbietet.

Beschreibung

• 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

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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).