Sales Executive

Altruist

. Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors .

Posted 10/10/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales within the B2B financial services sector, leveraging strong communication skills and a deep understanding of the Altruist platform to drive customer engagement and achieve sales targets. Holds relevant licenses and possesses the ability to adapt to modern technology and workflows.

Highest-signal resume keywords

Consultative Sales SkillsSalesforce ProficiencySeries 7 LicenseSeries 63 LicenseB2B Financial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quota AchievementProduct Feature ArticulationSales Strategy DevelopmentCustomer Value CreationSales Service-Level Agreement Compliance

Soft Skills

Superb CommunicationCreative Problem-SolvingResilienceOwnership and AccountabilityThoughtful Listening

Tools & Technologies

Altruist PlatformModern Tech StacksAI Workflows

Certifications & Qualifications

Series 7 LicenseSeries 63 License

Industry Keywords

FintechSaaSB2B SalesFinancial AdvisorsSales Team Improvement

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 to acquire, retain, and expand business
Achieve individual quarterly and annual quota while supporting the broader sales team
Effectively position Altruist, its platform, and features such as the rebalancer and Model Marketplace
Systematically capture advisor feedback to inform company priorities, including the 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 increase effectiveness and efficiency

Requirements

What you’ll need

At least 5 years of experience as a sales professional at a B2B financial services, fintech, or SaaS organization
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
Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc. (optional)
Series 7 and 63 licenses
Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
Ownership and accountability for delivering high-quality results
Superb communication skills, including thoughtful listening and clear expression
Resilience and determination to achieve success
Confident, ego-less judgment and openness to differing perspectives
Creative problem-solving ability

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 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
Competitive total compensation
Bonus program for eligible roles