Sales Executive

🕒 il y a 1 mois

🦌 Connecticut, Illinois, +1 états de plus – Distant

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⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🤑 Commercial

🦅 Parrain de Visa H1B

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👻 Score fantôme 12%

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🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Altruist

Altruist

51 - 200 employés

💼 Conseil

📦 Logistique

📣 Marketing

Consulting • Logistics • Marketing

Altruist est une entreprise moderne de technologie et de services financiers qui fournit des outils et des services pour aider les conseillers en investissement enregistrés (RIA) à obtenir de meilleurs résultats pour leurs clients. Altruist propose la gestion de portefeuille, le reporting et des solutions pour la gestion des frais et de la facturation via une plateforme évolutive et ouverte. La société propose également des services de courtage et de conservation, rendant les services de conseil financier plus efficaces et économiques. Altruist s'engage à innover dans le domaine du trading de revenu fixe et soutient les conseillers avec diverses solutions technologiques pour améliorer la productivité et la rentabilité tout en réduisant les inefficacités. Altruist Financial LLC, membre de la FINRA et du SIPC, supervise les opérations de courtage, offrant des transactions sans commission, et Altruist LLC fournit des services de conseil en tant que conseiller en investissement enregistré auprès de la SEC.

Description

• Deliver individual quarterly and annual quota results while supporting the success of the entire sales team • Develop a deep understanding of the Altruist platform and position the platform and features such as the rebalancer and Model Marketplace • Use consultative selling skills to build trust with advisors, educate them, and guide them through the buying process • Acquire, retain, and expand business with financial advisors • Capture advisor feedback to inform company priorities, product roadmaps, and marketing campaigns • Identify ways to improve the sales team and contribute to predictable, scalable growth • Meet sales SLAs and maintain accurate, complete Salesforce records • Apply feedback from sales leadership to increase effectiveness and efficiency

🎯 Exigences

• At least 5 years of experience as an independent financial advisor, B2B financial-services/fintech/SaaS sales professional, or financial-services consultant 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 quickly understand complex product features and articulate customer value • B.A. / B.S. degree in a relevant field such as Business or Marketing is ideally preferred, not required • Series 7 and 63 securities licenses • Technological aptitude and ability to learn modern technology stacks, including Google Suite, Slack, Salesforce, and Zendesk • Strong communication skills • Ownership, resilience, assurance, and creative problem-solving abilities

🏖️ Avantages

• 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, including discounts on pet insurance, fitness, cell phone plans, and travel • Financial guidance program, including counseling on navigating debt, tracking personal spend, saving and planning goals, and home-purchasing preparedness • One month work from anywhere policy, with the exception of a few countries • Stock Options (ISOs) for eligible roles

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