Remote Investment Sales Executive

Job Summary

To support a growing investment model, the full-time Remote Partnership Executive/Investment Sales will prospect, pitch, and close new partner relationships while also advising high-performing entrepreneurs on business strategies to foster growth.

Key responsibilities

• Prospect and close new partner relationships through outbound outreach and structured sales conversations
• Guide partners through a detailed evaluation of the investment model and ensure accountability in strategy meetings
• Develop and manage a portfolio of clients, transitioning into a board-level advisor role as the book of business grows

Required qualifications

• 4-5 years of success in sales, preferably in financial services, B2B, insurance, or real estate
• Ability to engage in sophisticated conversations with high-income entrepreneurs
• Entrepreneurial mindset with a desire to build and grow a business division
• Strong self-direction and discipline, able to work autonomously
• Professional demeanor and commitment to client success and company values