Investor Sales Closer

📋 Description

• • **Join a Leading Investment Firm as an Investor Sales Closer (Remote)**
• • Scale Army Careers is seeking a highly motivated and experienced Investor Sales Closer to join a premier investment firm specializing in high-value funds and note programs. This is a critical, senior-level remote role focused on nurturing relationships with inbound investor leads and securing capital commitments. You will play a pivotal role in executing the firm's fundraising strategies, working closely with senior leadership to achieve ambitious investment goals. If you have a proven track record in closing high-ticket deals over the phone and a deep understanding of investor psychology, this is an exceptional opportunity to make a significant impact.
• • *About Our Client:**
• • Our client is a distinguished investment firm dedicated to providing personalized investment opportunities and strategic growth for investors. They excel in managing high-value funds and note programs, focusing on capital appreciation while upholding the highest standards of service, professionalism, and investor trust. They are committed to delivering exceptional value and maintaining long-term relationships with their clientele.
• • *Role Overview:**
• • As an Investor Sales Closer, you will be the primary point of contact for qualified inbound investor leads. Your core responsibility will be to guide potential investors through the decision-making process, from initial discovery calls to closing capital commitments. You will leverage your expertise in financial products, sales techniques, and relationship management to build rapport, address concerns, and articulate the value proposition of the firm's investment offerings. This role requires a proactive, results-oriented individual who thrives in a fast-paced, client-facing environment.
• • *Key Responsibilities:**
• • **Strategic Sales Execution:**
• • Conduct in-depth discovery calls, qualification calls, and closing calls with prospective investors.
• • Manage and nurture warm inbound leads generated through sophisticated marketing campaigns, engaging webinars, and targeted outreach efforts.
• • Develop and execute effective closing strategies, refining call flows and follow-up systems in collaboration with the VP.
• • Work hand-in-hand with the marketing team to optimize lead funnels, enhance investor messaging, and structure the sales pipeline for maximum efficiency.
• • Achieve and exceed monthly and quarterly capital commitment targets.
• • **Investor Relationship Management:**
• • Build and maintain strong, professional, and trusting relationships with current and prospective investors.
• • Act as a trusted advisor, understanding each investor's unique financial goals, risk tolerance, and investment objectives.
• • Provide exceptional client service throughout the investment process, ensuring a seamless and positive experience.
• • Follow up diligently with leads, providing timely information and addressing any questions or concerns.
• • **Financial Communication and Compliance:**
• • Clearly and accurately explain complex financial concepts, including fund structures, investment timelines, projected yields, associated risks, and specific terms of the offerings.
• • Ensure all communication aligns precisely with official documentation and offering memorandums.
• • Maintain a high level of clarity for investors while strictly adhering to all legal and regulatory compliance requirements.
• • Articulate the firm's value proposition, competitive advantages, and long-term vision to potential investors.
• • **Team Collaboration and Leadership:**
• • Serve as a lead phone closer, providing expertise and guidance to the sales team under the direct supervision of the VP.
• • Contribute to the growth and development of the sales team by potentially training and mentoring new Sales Development Representatives (SDRs) or junior callers as the team expands.
• • Provide comprehensive weekly updates to leadership, detailing Key Performance Indicators (KPIs), insights derived from investor conversations, and overall progress.
• • Relay crucial investor sentiment regarding market rates, return expectations, and competing offerings back to leadership to inform strategic adjustments.
• • Assist in adapting fundraising strategies based on real-time data and feedback gathered from investor interactions.
• • *Location and Hours:**
• • This is a fully remote position open to candidates based in LATAM, Africa, and Eastern Europe. To effectively support our U.S.-based clients, candidates must be available to work during U.S. business hours, specifically aligned with the Eastern Standard Time (EST) zone (9 AM - 6 PM EST).
• • *Application Process:**
• • To be considered for this exciting opportunity, please complete the application form and record a video showcasing your sales skills and suitability for this role.
• • This role offers a unique chance to be at the forefront of investment sales, working with a dynamic firm and contributing directly to its success. If you are a top-tier closer with a passion for finance and a commitment to excellence, we encourage you to apply.