This is a remote position.
Our client is looking for a Sales Representativeto join their growing investment services team. They operate in the alternative investment space, helping investors access diversified opportunities, and have built a strong reputation in recent years for delivering strategic, income-focused solutions.
This role is ideal for someone who thrives in relationship-driven sales and is confident communicating with sophisticated investors. The position focuses on guiding potential and existing clients through investment opportunities while maintaining a high level of professionalism and trust.
ResponsibilitiesConduct outbound and inbound outreach through calls, email, text, and virtual meetings
Build strong relationships with prospective and existing investors
Understand client financial goals and align them with suitable investment opportunities
Clearly explain investment offerings, including structure, timelines, expected returns, and tax advantages
Support investors throughout the onboarding process, including documentation and funding steps
Maintain accurate records, notes, and follow-ups within the CRM
Re-engage webinar attendees, inbound leads, and repeat investors
Collaborate with leadership to refine communication strategies and improve the investor experience
Conduct outbound and inbound outreach through calls, email, text, and virtual meetings
Build strong relationships with prospective and existing investors
Understand client financial goals and align them with suitable investment opportunities
Clearly explain investment offerings, including structure, timelines, expected returns, and tax advantages
Support investors throughout the onboarding process, including documentation and funding steps
Maintain accurate records, notes, and follow-ups within the CRM
Re-engage webinar attendees, inbound leads, and repeat investors
Collaborate with leadership to refine communication strategies and improve the investor experience
Requirements
Availability to work evenings and occasional weekends to match investor schedules
Strong financial literacy and ability to discuss investment concepts confidently
Excellent communication and interpersonal skills
Ability to manage multiple conversations and follow-ups simultaneously
Professional demeanor when interacting with high-net-worth individuals
Qualifications4+ years of experience in sales, investor relations, or financial services
Proven ability to close deals or guide clients through a sales cycle
Experience working with accredited investors or similar client profiles
Fluency in American English with a neutral accent
Strong listening and qualification skills
Familiarity with private placements and investor-related discussions
CRM experience is a plus
4+ years of experience in sales, investor relations, or financial services
Proven ability to close deals or guide clients through a sales cycle
Experience working with accredited investors or similar client profiles
Fluency in American English with a neutral accent
Strong listening and qualification skills
Familiarity with private placements and investor-related discussions
CRM experience is a plus
Benefits
Full-time position
100% remote work environment
Exposure to high-level investment conversations and financial markets
Opportunity to work closely with leadership and grow within the company
Performance-driven environment with strong earning potential
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