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
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Conduct outbound and inbound outreach through calls, email, text, and virtual meetings
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Build strong relationships with prospective and existing investors
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Understand client financial goals and align them with suitable investment opportunities
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Clearly explain investment offerings, including structure, timelines, expected returns, and tax advantages
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Support investors throughout the onboarding process, including documentation and funding steps
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Maintain accurate records, notes, and follow-ups within the CRM
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Re-engage webinar attendees, inbound leads, and repeat investors
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Collaborate with leadership to refine communication strategies and improve the investor experience
Requirements
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Availability to work evenings and occasional weekends to match investor schedules
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Strong financial literacy and ability to discuss investment concepts confidently
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Excellent communication and interpersonal skills
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Ability to manage multiple conversations and follow-ups simultaneously
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Professional demeanor when interacting with high-net-worth individuals
Qualifications
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4+ years of experience in sales, investor relations, or financial services
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Proven ability to close deals or guide clients through a sales cycle
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Experience working with accredited investors or similar client profiles
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Fluency in American English with a neutral accent
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Strong listening and qualification skills
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Familiarity with private placements and investor-related discussions
- CRM experience is a plus
Benefits
- Full-time position
- 100% remote work environment
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Exposure to high-level investment conversations and financial markets
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Opportunity to work closely with leadership and grow within the company
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Performance-driven environment with strong earning potential
Originally posted on Himalayas