Sales Executive, Sf Bay Area - Altruist - Remote

Altruist

San Francisco, CA, US
Competitive salary; equity in form of stock option...
On-site
5 years financial services sales experience
Consultative selling skills for advisors
Track record of meeting sales quotas
Altruist is seeking a Sales Executive to join the Client Development team and drive growth by acquiring, retaining, and expanding business with independent financial advisors

Job Summary

  • Altruist is seeking a Sales Executive to join the Client Development team and drive growth by acquiring, retaining, and expanding business with independent financial advisors.
  • The role requires leveraging consultative selling skills to educate advisors on the platform's features while systematically capturing feedback to inform company priorities.
  • Employees enjoy a competitive salary and equity package along with premium healthcare, flexible PTO, and access to amenity-filled offices in Culver City, CA.

Matching Summary

Altruist is seeking a Sales Executive to join the Client Development team and drive growth by acquiring, retaining, and expanding business with independent financial advisors.

Salary

Competitive salary; Equity in form of Stock Options (ISOs); Premium healthcare, dental, vision, 401k matching

Skills & Requirements

Must-have

  • 5 years financial services sales experience
  • Consultative selling skills for advisors
  • Track record of meeting sales quotas

Nice-to-have

  • Experience at fast-growing B2B startup
  • FINRA series 7 and 63 licenses
  • Creative problem solving abilities

Key Requirements

  • 5+ years experience as advisor or B2B sales professional
  • FINRA Series 7 and 63 licenses (Bonus)
  • Strong technical aptitude for modern tech stacks

Work Rights

Not specified

Tailored Resume

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