Sales Representative

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.

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