Sales Representative

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