The Sales Executive will build trust with financial advisors to acquire, retain, and expand business through consultative selling of the Altruist platform. They are responsible for meeting quarterly and annual quotas while providing advisor feedback to inform product and marketing strategies.
The Sales Executive will build a deep understanding of the Altruist platform to effectively position its capabilities to financial advisors through consultative selling. They are responsible for achieving individual sales quotas, capturing advisor feedback to inform product development, and maintaining accurate records in Salesforce.
The Sales Executive will build and maintain relationships with financial advisors to drive platform adoption and business growth. They are responsible for meeting sales quotas, capturing advisor feedback, and effectively positioning the company's AI-driven wealth management tools.
Drive growth by acquiring and retaining financial advisors through consultative selling of the Altruist AI platform. Collaborate with internal teams by providing advisor feedback to inform the product roadmap and maintaining accurate records in Salesforce.
Drive growth by acquiring and retaining financial advisors through consultative selling of the Altruist AI platform. Collaborate with the product team by capturing advisor feedback to inform the company roadmap and maintain accurate records in Salesforce.
