Sales Representative

This is a remote position.

Our client is looking for a Sales Representative to 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.

Responsibilities

• 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
  

Qualifications

• 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