Sales Executive

Altruist

Sales Executive leveraging consultative skills to grow business in the Great Lakes territory. Driving success through strong advisor relationships and deep product understanding at Altruist.

Posted 5/11/2026full-timeRemote • Minnesota, Missouri, Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

At least 5 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
Ability to understand complex product features quickly and articulate how they create value for customers
Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.
You studied hard and we’re excited to carry your series 7 and 63 licenses
You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.)
The pride you put into every aspect of your work is unparalleled and undeniable
Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.

Benefits

Comp & perks

A hybrid work schedule for most positions to promote strong, in-person collaboration.
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
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 (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).

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative sellingsales quota achievementfinancial advisoryB2B salesSaaSproduct feature articulationproblem-solvingsolution-oriented approachsales process navigationcustomer value creation

Soft Skills

coachabilitygrowth mindseteffective communicationactive listeningdeterminationconfidencecreativitycollaborationtrust-buildingfeedback absorption

Certifications

Series 7 licenseSeries 63 licenseB.A. degreeB.S. degree