Sales Development Representative

About the position

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 — but we 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!

Responsibilities

• Qualify inbound leads (i.e., marketing qualified leads) and hand them off to account owners efficiently and effectively
• Conduct highly targeted outbound prospecting to help generate sales qualified leads
• 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

Requirements

• At least 2 years of experience working as a sales professional at a B2B financial services, fintech, or SaaS organization
• Track record of meeting or exceeding quotas in a fast-paced environment
• Strong consultative sales skills
• Ability to understand complex product features quickly and articulate how they can create value for customers
• Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork
• Technologically savvy and can easily get up to speed on modern tech stacks (Google Drive, Salesforce, and Slack)
• Ownership and pride in every aspect of work
• Superb communication skills with intentional dialogue
• Resilience and unwavering determination to achieve success
• Confidence with a strong knowledge base and openness to differing perspectives
• Creative problem-solving skills

Nice-to-haves

• Prior experience at a fast-growing B2B startup
• Series 7 and 63

Benefits

• A hybrid work schedule for most positions to promote strong, in-person collaboration and a healthy work-life-balance
• Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX
• Competitive pay, as well as equity for eligible positions
• Premium healthcare, dental, and vision insurance plans
• 401k savings plan with matching contributions and immediate vesting
• Generous paid parental leave
• Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
• Physical and emotional wellness programs that nurture both your mind and body
• Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
• Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)