About the role

Job Detail Experience Level StaffDegree Type Bachelor of Science (BS) Employment Full Time Working Type RemoteJob Reference 0000020026 Salary Type Annually Industry Broker Dealer Selling Points Engage accredited investors in innovative private equity opportunities remotely. Enjoy comprehensive benefits, flexible hours, and unlimited PTO. Contribute to a rapidly growing FinTech startup.
Job Description
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.

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