What are the responsibilities and job description for the Internal Sales Consultant position at Altruist?
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing - all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone - butwe can't do it alone. We're seeking exceptional talent to join our team. That's where you come in!
If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you!
But first, our values
Kindness - Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.
Brilliance - Humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.
Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.
The opportunity
Altruist is entering an exciting phase, and we're looking for an Internal Sales Consultant to join our Client Development team.
Your impact
- Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
- Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
- Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
- Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
- Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
- Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency
What you bring
At least 3 years of experience working 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 a top-tier management consulting firm
Prior experience at a fast-growing B2B startup
Los Angeles, CA salary range
79,000-$113,000 USD
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best. Please note that perks and benefits are only applicable for full-time staff employment opportunities.
Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Salary : $79,000 - $113,000
