Investment Sales Representative | Fundraising & Capital Markets (Remote)

Proven experience in retail investment sales, insurance, real estate, or high-ticket brokerage. Comfortable presenting on camera for webinars and in person. Ability to explain financial concepts like ROI, tax incentives, and green investment mechanics. Self-starter with high energy, thriving in a fast-paced environment.

Manage a consistent flow of company-provided leads and convert them into long-term investment. Engage in multi-channel sales, including phone pitching, Zoom consultations, and in-person meetings. Lead and participate in investor webinars and live seminars. Act as the primary point of contact for the book of business and manage investor relationships. Track lead progression and pipeline health using CRM.