Sales Executive, Southeast Territory

📋 Description

• Deliver results and help the team hit quarterly and annual quotas.
• Learn Altruist platform quickly and articulate features (rebalancer, Model Marketplace).
• Use consultative selling to educate advisors and guide buying decisions.
• Capture advisor feedback to inform product priorities and campaigns.
• Maintain accurate Salesforce records and meet sales SLAs for scalable growth.
• Demonstrate coachability and apply leadership feedback to improve.

🎯 Requirements

• 5+ years in independent financial advising or B2B fintech/SaaS sales.
• Proven quota attainment in fast-paced environments.
• Strong consultative sales skills.
• Ability to quickly understand complex product features.
• BA/BS in Business, Marketing, or related field preferred.
• Securities licenses (Series 7/63) and tech aptitude with G Suite, Slack, Salesforce, Zendesk.

🎁 Benefits

• Office spaces in Culver City, SF, and Dallas.
• Premium healthcare, dental, and vision insurance.
• 401k with 4% match and immediate vesting.
• 16 weeks paid parental leave after one year.
• Mobility program and annual L&D budget for growth.
• One month work-from-anywhere policy.