Internal Sales Consultant

Altruist • Los Angeles, CA

2d

About The Position

Altruist is seeking an Internal Sales Consultant to join its Client Development team. The role involves developing a deep understanding of the Altruist platform and positioning its capabilities to financial advisors. Using consultative selling, the consultant builds trust, educates advisors, and guides them through the buying process to acquire, retain, and expand business. The role also supports predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and improving team processes.

Requirements

• At least 3 years of experience as an independent financial advisor, a sales professional at a B2B financial services, fintech, or SaaS organization, or 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.
• Ability to quickly understand complex product features and explain how they create value for customers.
• Technological aptitude and ability to quickly learn modern technology stacks, including AI and agentic workflows.
• Ownership, accountability, and commitment to high-quality work.
• Strong communication skills, including thoughtful listening and clear expression of ideas.
• Resilience and determination in the face of adversity.
• Confident, ego-less judgment, a strong knowledge base, ability to discover the unknown, and openness to differing perspectives.
• Creative problem-solving skills and an ability to overcome roadblocks.

Nice To Haves

• Bachelor of Arts or Bachelor of Science degree in a relevant field such as Business, Marketing, or Economics.
• Prior experience at a fast-growing B2B startup.
• FINRA Series 7 and 63 licenses.

Responsibilities

• Achieve individual quarterly and annual quotas while supporting the success of the sales team and demonstrating Altruist’s core values.
• Develop a deep understanding of the Altruist platform and its features, including the rebalancer and Model Marketplace.
• Use consultative selling 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 inform company priorities, including product roadmaps and marketing campaigns.
• Contribute to predictable, scalable growth by identifying ways to improve the team, meeting sales goals, planning quarterly territories, and maintaining accurate, complete Salesforce records.
• Apply feedback from sales leadership to improve effectiveness and efficiency.

Benefits

• Amenity-filled offices in Culver City, California; San Francisco, California; and Dallas, Texas.
• Competitive total compensation and a bonus program for eligible roles.
• Premium healthcare, dental, and vision insurance plans (HMO and PPO).
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional growth and development opportunities, including an employee mobility program and an annual learning and development budget allocation for each employee.
• Company perks program with discounts on pet insurance, fitness, cell phone plans, and travel.
• Financial guidance program offering counseling on debt, personal spending, savings and planning goals, and home-purchasing preparedness.
• One-month work-from-anywhere policy, with exceptions for a few countries.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed