Our client is a leading investment firm specializing in high-value funds and note programs. They focus on providing personalized investment opportunities and strategic growth for investors, ensuring capital growth while maintaining a high standard of service and professionalism.

Location:
Remote | 9 AM - 6 PM EST

Role Overview:
The Investor Sales Closer (Phone) is a senior-level sales role focused on managing inbound investor leads, building relationships, and closing capital commitments for the firm's funds and note programs. Reporting directly to the VP, this role collaborates with the CEO and marketing department to execute fundraising strategies and meet investment goals.

Key Responsibilities:

• Strategic Planning

  
  

  • Work closely with the VP to refine closing strategies, call flows, and follow-up systems.

    
    

  • Coordinate with the marketing team to optimize funnels, investor messaging, and pipeline structure.

    
    

• Investor Relations

  
  

  • Conduct discovery calls, qualification calls, and closing calls with investors.

    
    

  • Manage warm inbound leads generated by marketing campaigns, webinars, and other outreach efforts.

    
    

  • Maintain ongoing professional relationships with current investors.

    
    

• Fundraising Execution

  
  

  • Convert qualified leads into committed investments by guiding investors through documentation and compliance steps.

    
    

  • Track all communication and pipeline movement using the established CRM tool to ensure a streamlined process.

    
    

• Financial Communication

  
  

  • Clearly explain fund structures, investment timelines, yields, risks, and terms to prospective investors.

    
    

  • Ensure all terms align with official documentation and offerings.

    
    

  • Maintain investor clarity while staying compliant with legal and regulatory requirements.

    
    

• Team Leadership & Collaboration

  
  

  • Serve as the lead phone closer under the VP, offering expertise and leadership.

    
    

  • Help train and mentor new SDRs or junior callers as the team grows.

    
    

  • Provide weekly updates on KPIs, insights, and progress from investor conversations.

    
    

• Market Awareness

  
  

  • Relay investor sentiment on rates, returns, and competing offerings back to leadership.

    
    

  • Assist in adjusting fundraising strategies based on real-time data from investor calls.

    
    

Required Skills & Qualifications:

• Experience

  
  

  • 3+ years of experience closing high-ticket or investment-related deals by phone.

    
    

  • Strong understanding of investor psychology, objection handling, and trust-building techniques.

    
    

  • Experience in real estate investing, private placements, or capital raising is a plus.

    
    

• Skills

  
  

  • Proficiency with CRM tools (Go High Level or similar).

    
    

  • Exceptional communication skills, both verbal and written.

    
    

  • High ethics, professionalism, and respect for investor capital.

    
    

• Experience

  
  

  • Proven success in phone-based sales and closing investment deals.

    
    

  • Experience in real estate, financial services, or investment fund sectors is highly preferred.

    
    

  • Ability to explain complex financial concepts clearly to potential investors.

    
    

• Fill in the application form

  
  

• Record a video showcasing your skill sets