Sales Executive
Altruist
Posted: 10/19/2026
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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales within the financial services sector, leveraging strong communication skills and a deep understanding of the Altruist platform to effectively engage and educate financial advisors. Proven ability to meet sales quotas while maintaining accurate records and incorporating feedback for continuous improvement.
Highest-signal resume keywords
Consultative Sales SkillsSalesforce ProficiencySeries 7 LicenseSeries 63 LicenseB2B Financial Services Experience
About the role
Key responsibilities & impact- Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors
- Use consultative selling to build trust, educate advisors, and guide them through the buying process
- Acquire, retain, and expand business
- Achieve individual quarterly and annual quota while supporting the broader sales team
- Effectively position Altruist, including features such as the rebalancer and Model Marketplace
- Systematically capture advisor feedback to inform product roadmap and marketing campaigns
- Identify ways to improve the sales team while meeting sales service-level agreements
- Maintain accurate, complete records in Salesforce
- Absorb and apply feedback from sales leadership to improve effectiveness and efficiency
Requirements
What you’ll need- At least 5 years of experience 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 quickly understand complex product features and articulate how they create value for customers
- Series 7 and 63 licenses
- Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
- Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, or Economics
- Exceptional ownership and accountability for delivering high-quality results
- Superb communication skills, including intentional dialogue, thoughtful listening, and clear perspective-sharing
- Resilience and determination to achieve success despite adversity
- Confident, ego-less judgment and strong knowledge base
- Ability to discover the unknown and openness to differing perspectives
- Creative problem-solving approach to overcoming roadblocks
Benefits
Comp & perks- 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)
- Competitive total compensation
- Bonus program for eligible roles
- Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quota AchievementComplex Product UnderstandingSales Strategy DevelopmentFeedback IntegrationSales Service-Level Agreement Compliance
Soft Skills
Superb Communication SkillsResilienceCreative Problem-SolvingOwnership and AccountabilityOpenness to Differing Perspectives
Tools & Technologies
Altruist PlatformModern Tech StacksAI IntegrationAgentic Workflows
Certifications & Qualifications
Series 7 LicenseSeries 63 LicenseB.A./B.S. Degree in BusinessB.A./B.S. Degree in MarketingB.A./B.S. Degree in Economics
Industry Keywords
Financial AdvisorFintechSaaSManagement ConsultingSales Team Improvement