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Altruist
Altruist
51 – 200 Angajați
Sponsor pentru viza H1BConsultanțăLogisticăMarketing
Altruist dezvoltă tehnologie financiară și servicii de brokeraj pentru consultanții de investiții înregistrați. Platforma sa reunește gestionarea portofoliilor, raportarea, facturarea comisioanelor și custodia activelor, ajutând firmele de consultanță să administreze conturile clienților și operațiunile de zi cu zi. Compania oferă și servicii de tranzacționare, inclusiv tranzacționare fără comision, și dezvoltă instrumente menite să eficientizeze activitatea de consultanță. Serviciile de brokeraj și consultanță ale Altruist sunt furnizate prin entități reglementate separate.
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Locurile de muncă ale companiei

Remote Sales Executive, Financial Advisor Platform

Sell Altruist’s AI-powered wealth management platform to financial advisors, building consultative relationships and meeting sales targets. Gather advisor feedback to help shape product strategy.

USStatele Unite ale AmericiiCACaliforniaNVNevadaRemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăVânzări

Descriere

  • Develop strong knowledge of Altruist’s platform and explain its value to financial advisors.
  • Build trust through consultative sales, educate advisors, and guide them through the purchasing process.
  • Win new business, retain customers, and grow existing accounts.
  • Meet quarterly and annual individual quotas while contributing to the wider sales team.
  • Present Altruist’s platform and features, including its rebalancer and Model Marketplace.
  • Collect advisor feedback consistently to inform company priorities, product plans, and marketing campaigns.
  • Help improve the sales team while meeting sales service-level agreements.
  • Keep Salesforce records accurate and complete.
  • Use guidance from sales leaders to improve effectiveness and efficiency.

Cerințe

  • Bring at least five years of sales experience at a B2B financial services, fintech, or SaaS organization.
  • Show a record of meeting or exceeding quotas in a fast-paced environment.
  • Demonstrate strong consultative selling skills.
  • Quickly learn complex product features and explain how they deliver customer value.
  • A relevant bachelor’s degree, such as in Business, Marketing, or Economics, is preferred.
  • Hold Series 7 and Series 63 licenses.
  • Be comfortable with technology and able to learn modern tech stacks, including AI and agentic workflows.
  • Take ownership and accountability for delivering high-quality results.
  • Communicate exceptionally well through purposeful dialogue, attentive listening, and clear expression.
  • Show resilience and determination when facing adversity.
  • Exercise confident, open-minded judgment, draw on a strong knowledge base, explore unfamiliar areas, and consider differing perspectives.
  • Apply creative problem-solving skills.

Beneficii

  • Premium HMO and PPO medical, dental, and vision insurance plans.
  • 401(k) savings plan with a 4% company match and immediate vesting.
  • Sixteen weeks of paid parental leave after one year of employment.
  • Professional development opportunities, including an employee mobility program and an annual learning and development budget for each employee.
  • Perks program with discounts on pet insurance, fitness, mobile phone plans, and travel.
  • Financial guidance program with counseling on debt, personal spending, savings and goals, and preparing to buy a home.
  • One month of work-from-anywhere flexibility, with a few countries excluded.
  • Competitive total compensation.
  • Bonus program for eligible roles.

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