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Altruist
Los Angeles, CA
Source: Altruist careers · View original posting
From Altruist's posting. “We” and “our” refer to the employer.
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
But first, our values
Kindness
Brilliance
Grit
The opportunity
Altruist is entering an exciting phase, and we're looking for a Sales Development Representative (SDR) to join our Client Development team. In this role, you will be responsible for driving high‑quality top‑of‑funnel activity and generating qualified opportunities for our sales team through a mix of inbound qualification and targeted outbound prospecting.
If you’re passionate about sales, energized by high‑volume outreach, and excited to build a career in a fast‑growing fintech environment, this is the role for you.
Qualify inbound leads (e.g., marketing‑qualified leads) and efficiently route them to the appropriate account owners with clear context and next‑step recommendations.
Drive high‑volume, multi‑channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales‑qualified opportunities.
Maintain a consistent daily outreach cadence (e.g., targeted calls and total touches per day) that aligns with team goals and supports a healthy, predictable pipeline.
Execute weekly, theme‑based prospecting campaigns informed by market developments, territory priorities, and guidance from sales leadership.
Use independent judgment to qualify prospects, determining when a lead is ready to enter the sales pipeline and be handed off to the appropriate sales owner.
Leverage consultative selling skills to build trust with advisors, educate them, and guide them through early stages of the buying journey.
Quickly develop a deep understanding of the Altruist platform and core features in order to clearly articulate value and differentiation in first‑touch conversations.
Systematically capture prospect and client feedback to help inform broader company priorities (e.g., product roadmap, marketing campaigns, sales plays).
Use Salesforce to rigorously track your activities, conversion metrics, and KPIs, and to understand the impact of your lead flow on territory funnel and results.
Contribute to the sales team’s goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance.
Demonstrate coachability and a growth mindset, actively seeking and applying feedback from sales leadership to increase your effectiveness and efficiency.
Compensation
This role has a target OTE of $115,000, combining base salary and variable incentive compensation. Final compensation is individualized and based on experience and qualifications. Equity and benefits are included for full-time employees.
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