Internal Sales Consultant

Altruist•Los Angeles, CA

About The Position

Altruist is seeking an Internal Sales Consultant to join its Client Development team. Altruist builds an AI platform for wealth professionals and partners with financial advisors nationwide. The consultant will develop a deep understanding of the platform and clearly explain its capabilities to financial advisors. Using consultative selling, the role builds trust, educates advisors, and guides them through the buying process to acquire, retain, and expand business. The consultant also supports predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and improving team processes. The role is expected to deliver individual quarterly and annual quota while supporting the broader sales team, maintain accurate and complete Salesforce records, and contribute to quarterly territory planning. The consultant should be coachable and apply feedback from sales leadership to improve effectiveness and efficiency.

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 articulate their value to customers.
Technological savvy and ability to quickly learn modern technology stacks, including AI and agentic workflows.
Strong ownership and accountability for high-quality work.
Excellent communication skills, including thoughtful listening and clear expression of perspectives.
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

Prior experience at a fast-growing B2B startup.
FINRA Series 7 and 63 licenses.
A B.A. or B.S. degree in a relevant field such as Business, Marketing, or Economics.

Responsibilities

Meet individual quarterly and annual sales quotas while supporting the success of the sales team.
Develop a deep understanding of the Altruist platform and its features, including the rebalancer and Model Marketplace.
Use consultative selling to build trust with financial 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, and participating in quarterly territory planning.
Maintain accurate and complete records in Salesforce and meet sales service-level agreements.
Apply feedback from sales leadership to improve effectiveness and efficiency.

Benefits

Premium healthcare insurance plans, including HMO and PPO options.
Dental insurance plans, including HMO and PPO options.
Vision insurance plans, including HMO and PPO options.
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.
Company perks program with discounts on pet insurance, fitness, cell phone plans, travel, and other offerings.
Financial guidance program, including counseling on debt, personal spending, saving and planning goals, and home-purchasing preparedness.
One-month work-from-anywhere policy, with exceptions for a few countries.
Bonus program for eligible roles.
Amenity-filled office spaces in Culver City, California; San Francisco, California; and Dallas, Texas.