Sales Executive, Pacific North West

The role

You will use consultative selling to build trust with financial advisors and guide them through the buying process. You will position the Altruist platform and its features to acquire, retain, and expand business. You will also capture advisor feedback to inform product and marketing priorities.

What you will do

• Achieve individual quarterly and annual quota.
• Position the Altruist platform and specific features like the rebalancer and Model Marketplace.
• Use consultative selling to acquire, retain, and expand business with advisors.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Improve the sales team while meeting service-level agreements.
• Maintain accurate and complete records in Salesforce.
• Apply feedback from sales leadership to increase effectiveness and efficiency.

Required qualifications

• At least 5 years of experience as a sales professional at a B2B financial services, fintech, or SaaS organization.
• A track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills.
• Ability to understand complex product features and articulate value.
• Series 7 and 63 licenses.
• Technologically savvy and able to get up to speed on modern tech stacks, including AI and agentic workflows.
• Ownership of work and accountability for results.
• Superb communication skills.
• Resilience.
• Assurance and confident, ego-less judgment.
• Creative problem solving.

Nice to have

• B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc.

Benefits

• 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 building an AI platform for wealth professionals to transform the wealth management industry. They partner with financial advisors nationwide to help them grow and optimize resources.