Investment Sales Executive

Job Summary

Seeking a driven Partnership Executive/Investment Sales professional for a full-time remote role focused on prospecting, pitching, and closing new partner relationships while advising high-performing entrepreneurs on business growth strategies.

Key responsibilities:

• Prospect, present, and close new partner relationships through structured sales conversations and follow-ups
• Serve as a board-level advisor to partners, running strategy meetings and driving accountability for business growth
• Develop and manage a personal portfolio of clients, with opportunities to build a consulting business and lead a division

Required qualifications:

• 4-5 years of experience in sales, preferably in financial services, B2B, insurance, or real estate
• Proven ability to engage and influence high-income entrepreneurs
• Strong entrepreneurial mindset with a desire to build and grow a business
• Ability to work autonomously and manage client relationships effectively
• Professional demeanor and commitment to client success