3 часа назад
Sales Executive, Southeast Territory (Fintech)
265 000 - 280 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Executive, Southeast Territory (Fintech): Growing Altruist's wealth-management platform by advising financial professionals, meeting sales quotas, and guiding customers through the buying process with an accent on consultative selling, product education, and advisor relationship development. Focus on positioning complex fintech features, capturing customer feedback for product priorities, and creating predictable, scalable sales growth.
Location: Remote, limited to Alabama, Georgia, and Florida
Target compensation: $265,000–$280,000 OTE annually (base plus variable)
Company
is building an AI-powered wealth-management platform for financial professionals and partners with financial advisors across the United States.
What you will do
- Achieve individual quarterly and annual sales quotas while supporting broader team performance.
- Develop a deep understanding of the platform and communicate the value of features such as Rebalancer and Model Marketplace.
- Use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process.
- Capture advisor feedback to inform product roadmaps and marketing campaigns.
- Improve scalable sales operations by meeting sales SLAs and maintaining accurate records in Salesforce.
- Apply coaching and feedback from sales leadership to improve effectiveness and efficiency.
Requirements
- At least five years of experience as an independent financial advisor, in sales at a B2B financial services, fintech, or SaaS organization, or as a financial-services consultant at a top-tier management consulting firm.
- Demonstrated success meeting or exceeding quotas in a fast-paced environment.
- Strong consultative sales, communication, product-learning, and creative problem-solving skills.
- Series 7 and Series 63 securities licenses.
- Technical aptitude with tools such as Google Suite, Slack, Salesforce, and Zendesk.
- A B.A. or B.S. degree in a relevant field such as Business or Marketing is preferred.
Culture & Benefits
- Values include kindness, brilliance, and grit, with an emphasis on respectful debate, ownership, growth mindset, and resilience.
- Healthcare, dental, and vision insurance plans are available.
- 401(k) plan with a 4% match and immediate vesting.
- Paid parental leave, professional development opportunities, employee mobility programs, and an annual learning and development budget.
- Eligible roles may receive equity, and employees have access to company discounts and financial guidance.
- A one-month work-from-anywhere policy is available, with exceptions for certain countries.
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