Internal Sales Consultant, Altruist

• Experience - 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 a top-tier management consulting firm
• A track record of meeting or exceeding quotas in a fast-paced environment
• The ability to quickly understand complex product features and articulate how they create value for customers
• Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc
• Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows
• Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results
• Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others
• Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity
• Assurance - You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives
• Creative problem solving - You look beyond identifying problems and bring an instinctively creative approach to overcoming roadblocks
• 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

Desirable

• Altruist is entering an exciting phase, and we're looking for an Internal Sales Consultant to join our Client Development team. In this role, you'll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors
• You'll use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business. You'll also help create predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and continuously improving how the team works
• 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 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 goals, quarterly territory planning, and consistently maintaining accurate and complete records in Salesforce
• Demonstrate coachability and a growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency