Sales Executive
Core
Drive revenue growth by selling an AI wealth management platform to financial advisors nationwide.
Role type
Senior B2B SaaS sales executive (financial services)
Builds
Altruist AI platform for wealth professionals
Domain
Fintech / Wealth Management
Deliverable
product features
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce proficiency, financial services domain expertise
Preferred skills
independent financial advisor background, top-tier management consulting experience, Series 7 and 63 licenses, technical aptitude
Technologies
Salesforce, Google Suite, Slack, Zendesk
Responsibilities
Acquire, retain, and expand business with financial advisors; educate advisors on platform features; capture advisor feedback to inform product priorities; maintain accurate records in Salesforce; meet individual and team sales quotas
Seniority
Senior, hands-on IC