Remote Sales Role

Remote Sales Role Overview

• The Remote Sales Role offers an exciting opportunity to engage with accredited investors in the private equity sector.
• Work remotely with a dynamic, fast-growing team in the FinTech industry.
• Build meaningful relationships with investors and guide them through innovative investment opportunities.
• Collaborate with internal teams to ensure seamless investment experiences for clients.
• Leverage your Series 7 and 63 registrations to drive deal flow and market momentum.
• Enjoy flexible hours, unlimited PTO, and comprehensive health benefits.
• Participate in team off-sites, celebration dinners, and professional development opportunities.
• Contribute to a profitable and rapidly expanding startup in the FinTech industry.
• Engage in a meaningful role that combines finance, technology, and relationship-building.

Remote Sales Role Key Responsibilities & Duties

• Conduct 150 calls daily using automated dialing systems to reach eligible investors.
• Consult with investors to understand their portfolio goals and align them with private offerings.
• Develop and maintain relationships with accredited investors across the U.S.
• Present investment opportunities clearly and confidently to prospective clients.
• Collaborate with internal teams to ensure smooth transaction processes.
• Support investments into companies on the platform and assist in promoting StartEngine itself.
• Identify and align investor interests with upcoming private offerings.
• Participate in a two-round hiring process lasting one week.
• Drive market momentum and contribute to the firm’s growth objectives.

Remote Sales Role Job Requirements

• Bachelor of Science (BS) degree required.
• FINRA Series 7 and 63 registrations are mandatory.
• Minimum of 1 year of experience in financial services; 3 years preferred.
• Proven experience in outbound sales and relationship-building.
• Strong passion for finance, private equity, and technology sectors.
• High emotional intelligence and ability to manage sophisticated client relationships.
• Proactive and entrepreneurial mindset with a focus on delivering results.
• Ability to thrive in a remote work environment with flexible hours.
• Commitment to professional excellence and continuous learning.