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Sales Development Representative
Altruist Corp Los Angeles, CA
$52k-71k (estimate)
Full Time | Investment Management 3 Months Ago
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Altruist Corp is Hiring a Sales Development Representative Near Los Angeles, CA

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we're looking for a Sales Development Representative to join our Client Development team.

What you’ll do

  • Qualify inbound leads (i.e., marketing qualified leads) and hand them off to account owners efficiently and effectively
  • Conduct highly targeted outbound prospecting to help generate sales qualified leads
  • Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
  • Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
  • Leverage consultative selling skills 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 help inform company priorities (e.g., product roadmap, marketing campaigns)
  • Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
  • Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency

What you’ll bring

  • At least 2 years of experience working as a sales professional at a B2B financial services, fintech, or SaaS organization
  • Track record of meeting or exceeding quotas in a fast-paced environment
  • Strong consultative sales skills
  • Exceptional verbal and written communication skills
  • Ability to understand complex product features quickly and articulate how they can create value for customers
  • Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork

Nice to have

  • Prior experience at a fast-growing B2B startup
  • Series 7 and 63
  • Proficient in Google Drive, Salesforce, and Slack
Los Angeles, CA salary range
$62,000—$90,000 USD

Benefits

  • Competitive salary and stock options
  • Premium Healthcare, Dental, and Vision insurance plans
  • Generous paid parental leave
  • 401(k) savings plan with matching contributions
  • Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$52k-71k (estimate)

POST DATE

01/05/2024

EXPIRATION DATE

04/02/2024

WEBSITE

altruist.com

HEADQUARTERS

CLARKSTON, MI

SIZE

25 - 50

FOUNDED

2018

TYPE

Private

CEO

SEAN SWANSON

REVENUE

<$5M

INDUSTRY

Investment Management

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Altruist is a California-based fintech platform that automates manual work and streamlines operations for financial advisors.

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The job skills required for Sales Development Representative include Leadership, Written Communication, Teamwork, Prospecting, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Development Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Development Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Sales Development Representative positions, which can be used as a reference in future career path planning. As a Sales Development Representative, it can be promoted into senior positions as a Retail Third Keyholder that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Development Representative. You can explore the career advancement for a Sales Development Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Sales Development Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Development Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Sales Development Representative job description and responsibilities

Sales development representatives need to conduct research for prospective clients and qualify the leads before handing them to the sales team.

02/26/2022: Gulfport, MS

The Sales qualified leads are then passed to the AR or the AE who then close the sales deals.

12/20/2021: Springfield, MA

Sales departments with lots of leads often hire multiple sales development reps to expedite the typical sales cycle.

02/05/2022: Akron, OH

Sales development reps must also be able to stay organized and manage their time.

12/22/2021: El Paso, TX

Sales development representatives seek sales leads through marketing on social media, email, and phone calls.

01/20/2022: Huntington, WV

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Sales Development Representative jobs

The representative might set a schedule for calling each customer at a later date and note whether the customer seemed receptive to new products or services.

02/17/2022: Pittsfield, MA

Sales development representatives need to be highly organized.

01/17/2022: Binghamton, NY

The SDR tries to qualify the lead based on pre-determined criteria and move that lead down the sales funnel.

01/24/2022: Galveston, TX

Understanding of the sales process, services, and products.

02/28/2022: Pensacola, FL

To attend and fully prepare for monthly reviews, providing sales forecasts and presentations as required.

03/02/2022: New Bedford, MA

Step 3: View the best colleges and universities for Sales Development Representative.

Butler University
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