Internal Sales Consultant

2 days ago

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Altruist

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The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

fintech • UX • transparency

51 - 200

Description

• 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

Requirements

• At least 3 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 • Exceptional verbal and written communication skills • Ability to understand complex product features quickly and articulate how they can create value for customers • Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork • Prior experience at a fast-growing B2B startup • Series 7 and 63 • Proficient in Google Drive, Salesforce, and Slack

Benefits

• A hybrid work schedule to promote strong, in-person collaboration and a healthy work-life-balance. • Stunning, amenity-filled office spaces in Culver City, CA and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. Employees get to enjoy free parking and EV charging, cold-brew and kombucha on tap, a fully stocked pantry with snacks, etc. • Competitive salary and equity packages • Premium healthcare, dental, and vision insurance plans • 401k savings plan with matching contributions and immediate vesting • Flexible PTO so you can satisfy your passions outside of work • Generous paid parental leave • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee • Physical and emotional wellness programs that nurture both your mind and body • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.) • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)