Sales Development Representative • Entry-Level

Who you are

You are excited about the opportunity to challenge the status quo in the wealth management industry. You possess a growth mindset and are eager to contribute to a mission-driven company that values kindness, brilliance, and grit. You understand the importance of collaboration and are ready to work with a diverse team to achieve common goals.

You may not have extensive experience, but you are driven and willing to learn. You are comfortable engaging with financial advisors and understand the nuances of the wealth management landscape. You are adaptable and can thrive in a fast-paced environment, ready to tackle challenges head-on.

What you'll do

As a Founding Sales Development Representative, you will play a crucial role in driving user acquisition for Altruist's AI platform. You will engage with financial advisors, helping them understand the value of our solutions and how they can enhance their practice. Your responsibilities will include identifying potential clients, conducting outreach, and nurturing relationships to convert leads into customers.

You will collaborate closely with the sales and marketing teams to develop strategies that resonate with our target audience. Your insights will help shape our approach to market penetration and customer engagement. You will also participate in training sessions to deepen your understanding of our products and the wealth management industry.

What we offer

At Altruist, you will be part of a mission-driven team that is dedicated to making financial advice better and more accessible. We offer a supportive work environment where your contributions are valued. You will have opportunities for professional growth and development as we expand our reach in the wealth management sector. Join us in transforming the industry and making a meaningful impact on the lives of financial advisors and their clients.