Internal Sales Consultant

The role

You will build a deep understanding of the Altruist platform to position its capabilities to financial advisors. You will use consultative selling to acquire, retain, and expand business while sharing advisor feedback to inform company priorities.

What you will do

• Achieve individual quarterly and annual quota
• Develop a deep understanding of the Altruist platform and specific features
• Use consultative selling to build trust with advisors
• Guide advisors through the buying process to acquire, retain, and expand business
• Capture advisor feedback to inform product roadmap and marketing campaigns
• Identify ways to make the sales team better
• Meet sales goals and quarterly territory planning
• Maintain accurate and complete records in Salesforce
• Apply feedback from sales leadership to increase effectiveness

Required qualifications

• 3+ years of experience 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
• Track record of meeting or exceeding quotas in a fast-paced environment
• Ability to quickly understand complex product features and articulate value
• Technologically savvy and able to get up to speed on modern tech stacks, including AI and agentic workflows
• Superb communication
• Resilience
• Assurance
• Creative problem solving

Nice to have

• B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.
• Prior experience at a fast-growing B2B startup
• FINRA Series 7 and 63 licenses

Benefits

• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX
• Competitive total compensation
• 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
• Company perks program including discounts on pet insurance, fitness, cell phone plans, and travel
• Financial guidance program

About the company

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. They partner with financial advisors nationwide to help them grow and deliver outcomes for clients.