Sales Executive, Southeast Territory

About the role

As a Sales Executive for the Southeast Territory at Altruist, you will play a pivotal role in driving the growth of our innovative financial technology solutions. Your primary responsibility will be to engage with financial advisors and institutions, showcasing how our platform can enhance their operations and client relationships. You will work closely with a dynamic team, leveraging your expertise in sales and relationship management to identify opportunities and close deals. This position offers an exciting opportunity to be part of a forward-thinking company that is transforming the wealth management landscape.

Key facts

What you'll do

• Develop and implement strategic sales plans to achieve and exceed revenue targets within the Southeast Territory.
• Identify, cultivate, and maintain relationships with financial advisors, broker-dealers, and other key stakeholders in the region.
• Present Altruist's suite of products and services to prospective clients, emphasizing the unique value propositions of our technology.
• Conduct market research to understand industry trends, competitive landscape, and client needs, using insights to inform sales strategies.
• Collaborate with marketing and product teams to create tailored presentations and materials that resonate with potential clients.
• Attend industry conferences and networking events to represent Altruist and generate leads while building a strong professional network.
• Utilize CRM tools to track sales activities, manage pipelines, and report on progress to senior management.
• Provide feedback to product development teams based on client interactions to help shape future offerings and enhancements.
• Train and support new clients during the onboarding process, ensuring a smooth transition to our platform.
• Continuously seek opportunities for professional development and stay updated on industry best practices and emerging trends.

Requirements

• A minimum of 3 years of experience in sales, preferably within the financial services or technology sectors.
• Proven track record of meeting or exceeding sales targets and driving revenue growth.
• Strong understanding of wealth management, financial advisory practices, and related technologies.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proficiency in using CRM software and other sales tools to manage client relationships and track sales activities.
• Ability to work independently while also being an effective team player within a collaborative environment.
• Strong analytical skills to assess market opportunities and client needs effectively.
• Willingness to travel within the Southeast Territory as required for client meetings and industry events.

Nice to have

• Experience in a startup or fast-paced environment, demonstrating adaptability and innovative thinking.
• Familiarity with Altruist's products and services or similar financial technology solutions.
• Previous experience in a client-facing role, such as account management or business development.
• Professional certifications in sales or financial services, such as FINRA licenses or CFA designation.

Skills & tools

• Strong sales acumen and negotiation skills to effectively close deals.
• Proficiency in CRM systems (e.g., Salesforce, HubSpot) for managing client interactions and sales pipelines.
• Excellent presentation skills, with the ability to convey complex information in an engaging manner.
• Familiarity with data analysis tools to interpret market trends and client feedback.
• Strong organizational skills to manage multiple accounts and projects simultaneously.
• Ability to leverage social media and digital marketing strategies to enhance lead generation efforts.

Practical notes

• This position is based in the Southeast region, specifically in Alabama, Georgia, or Florida. Candidates must reside in or be willing to relocate to these areas.
• The role offers a competitive salary, commensurate with experience, along with performance-based incentives and benefits.
• Altruist is committed to fostering a diverse and inclusive workplace, encouraging applicants from all backgrounds to apply.
• The company provides ongoing training and professional development opportunities to support your career growth and success.

Join Altruist and be a part of a company that is redefining the wealth management industry through innovative technology and exceptional service. If you are a motivated sales professional with a passion for helping financial advisors succeed, we would love to hear from you. Apply today to take the next step in your career!