Altruist is an LA fintech company on a mission to make financial advice better for everyone. If you're passionate about building meaningful products that people love to use, then you’ll love what we’re up to. Our team is solving a huge problem that requires big-picture thinkers who are motivated to make a real difference through their work.

We’re looking to hire an energetic, results-oriented Client Advocate to qualify and convert leads and prospects into long-term, loyal customers. You will be responsible for building and maintaining relationships with independent financial advisors and collaborating across departments to maximize the lifetime value of each prospect that you bring on board. A self-motivated, organized mindset and comfort with ambiguity and rapid change are crucial traits to succeed in this role.

What You’ll Do:

• Become an expert in Altruist’s product offerings and market
• Manage the full sales cycle from qualification through close & onboarding
• Establish trusting relationships with Altruist’s advisor community
• Prospect and qualify new leads to maintain a healthy sales pipeline
• Consistently achieve quarterly sales targets with a focus on retention and lifetime value
• Collaborate on and help implement sales team process and operational improvements
• Contribute to the creation and maintenance of sales and new hire collateral and artifacts
• Champion customer needs internally to help prioritize product roadmap decisions
• Move seamlessly between sales efforts, project work, and other related duties

What You’ll Bring

• 5+ years of experience in similar role, preferably B2B, SaaS, financial services
• Deep understanding of the independent wealth management industry
• Ability to correlate customer pain points and needs to Altruist business value
• Proven track record for articulating product value, assessing fit, and building rapport; driven by a consultative mindset
• Exemplary written, verbal, presentation, and active listening skills; high emotional intelligence
• Flexible mindset and ability to adapt quickly to new demands and challenges
• Able to deal with frequent change, delays, or unexpected events
• Approach all job responsibilities with a sense of urgency and attention to detail; tenacious desire to exceed expectations
• Team mindset, focused on setting each other up for success
• Comfortable being a follower, leader, or teammate as occasion demands; low ego
• Proficient with core sales tools: CRM Platform (Salesforce, Hubspot, etc.), Zendesk, Google Apps, Microsoft Office
• Ability to collaborate with a distributed sales team
• BA/BS degree or relevant experience
• FINRA Series 7 and Series 66 or 63 licensed (preferred), or the ability to complete these examinations in your first 180 days

What You’ll Get

At Altruist you’ll work with a talented group of hungry creators looking to disrupt our industry. You’ll be given the freedom to do your best work alongside down-to-earth developers, designers, and thinkers who are at the leading edge of their craft. We offer top-of-the-line health benefits, 401(k), a competitive salary, and a flexible schedule including unlimited vacation time. You’ll join at the ground floor and have the opportunity to make your mark and have a real say in how we build products. Our office is located in the heart of Venice, CA on Abbot Kinney Blvd. You’ll join a proven founding team that is backed by one of the most storied VCs in the US, Venrock. Together, we’re going to fix the broken parts of finance and investing (most of it).