Investor Call Center Sales Manager

Yrefy•Phoenix, AZ

27d

About The Position

Yrefy is seeking a high-energy, results-oriented Investor Call Center Sales Manager to lead and develop licensed Investor Relations Representatives who engage accredited investors about Yrefy's investment opportunities. This hands-on sales leadership role combines leading by example—including taking calls—with coaching, developing talent, driving performance, analyzing metrics, resolving investor concerns, and improving processes in a fast-paced internal sales environment. The manager partners with Executive Leadership, Compliance, Marketing, and Operations to support a strong investor experience while maintaining adherence to FINRA and SEC requirements. The role includes leading team performance and development; coaching consultative selling, relationship-building, objection handling, and closing; supporting investor relationships and outreach; improving call center operations and sales processes; and promoting ethical, compliant investor interactions. The position also supports recruiting, onboarding, training, performance management, quality assurance, investor communications and events, and cross-functional business objectives.

Requirements

FINRA licenses such as Series 63, SIE, and Series 7; Series 24 is ideally held.
Five or more years of sales leadership experience in a call center, inside sales, financial services, investment services, insurance, mortgage, banking, or a similar environment.
Experience working with accredited investors, wealth management, investment products, or alternative investments.
Demonstrated success leading teams that achieve sales and service performance goals.
Experience coaching, developing, and motivating sales professionals.
Strong understanding of consultative sales methodologies.
Experience using CRM platforms and sales performance reporting tools.
Excellent communication, presentation, and relationship-building skills.
Ability to thrive in a fast-paced, metrics-driven environment.
Bachelor's degree in Business, Finance, Marketing, or a related field, or equivalent experience.
Experience in investor relations, capital raising, financial services sales, or regulated sales environments.

Nice To Haves

Series 24 FINRA license.
Familiarity with AI call evaluation and quality monitoring tools.

Responsibilities

Lead, coach, and develop a team of Investor Relations Representatives.
Conduct regular one-on-one coaching sessions, call reviews, and performance discussions.
Foster a positive, accountable, performance-driven team culture.
Monitor individual and team activity, conversion rates, funding results, and investor engagement.
Take overflow calls to model effective communication, objection handling, and call progression.
Support recruiting, onboarding, training, and ongoing employee development.
Partner with Human Resources on performance management and employee relations matters.
Coach representatives in consultative selling, relationship-building, objection handling, and closing techniques.
Review new-hire onboarding and ongoing sales training programs.
Reinforce best practices for investor conversations, call flow, and investor experience.
Identify skill gaps and implement targeted coaching and development opportunities.
Ensure representatives understand current products, offerings, and company initiatives.
Support representatives with complex or escalated investor situations.
Build and maintain relationships with current and prospective investors.
Assist with investor communications, educational events, webinars, and conferences.
Coordinate timely follow-up and consistent investor experiences throughout the investment lifecycle.
Represent the company at external events and support other investor outreach initiatives.
Evaluate calls and monitor quality using systems such as Dialpad.
Monitor CRM utilization, call quality, documentation standards, and workflow adherence.
Optimize processes, procedures, and systems to improve team efficiency and effectiveness, and report progress to executive leadership.
Analyze sales activity and operational metrics to identify trends and opportunities.
Maintain sales playbooks, call guides, job aids, and training materials.
Collaborate with Marketing, Compliance, Operations, and Technology teams to support business objectives.
Ensure investor interactions adhere to company policies and regulatory requirements.
Reinforce FINRA, SEC, disclosure, and documentation requirements.
Support quality assurance reviews and coaching initiatives.
Promote ethical sales practices and a culture of compliance.