Investor Relations Specialist

Yrefy • Phoenix, AZ

11h • Onsite

About The Position

Yrefy is seeking a registered sales professional to develop prospective investors, generate new investment activity, and expand relationships with existing investors. This sales- and production-oriented position has defined expectations for new investments, lead conversion, and investor retention. The specialist manages a sales pipeline, follows up on company-generated leads, responds to inbound investment inquiries, presents Yrefy’s offerings, and guides qualified investors through the investment evaluation and subscription process. No cold calling is required.

The role involves assessing investor suitability, understanding financial circumstances and objectives, providing product and market insights, and delivering a high-touch client experience. All recommendations, communications, and transactions must comply with applicable broker-dealer supervisory requirements, securities laws, and company policies. The position is on-site five days per week and includes regular in-person collaboration and prolonged computer use.

Requirements

• SIE, Series 63, and Series 7 licenses; Series 82 may be accepted temporarily, subject to broker-dealer approval and applicable registration requirements.
• Must satisfy broker-dealer registration and dual-employment requirements.
• 2–4 years in investment sales, investor relations, or financial services, or a proven record of success in outbound/inbound telephone sales.
• Demonstrated ability to develop leads, follow up consistently, build relationships, and close sales.
• Ability to be licensed in all 50 states.
• Strong sales orientation, pipeline management, organization, and motivation to achieve production goals while meeting compliance obligations.
• Strong listening, presentation, written, and verbal communication skills, with the ability to build credibility and long-term investor relationships.
• Financial acumen to understand, explain, contrast, and compare investment vehicles; knowledge of applicable SEC and FINRA requirements.
• Proficiency with CRM systems, Microsoft Excel, and PowerPoint.
• Flexibility with inbound call coverage.
• Ability to sit for prolonged periods and work on a computer; must be able to lift 15 pounds at times.

Nice To Haves

• Experience with conferences or industry events.

Responsibilities

• Develop prospective investors through company-generated leads, inbound inquiries, referrals, and other approved prospect sources.
• Make outbound follow-up calls, address investor questions and concerns, and advance qualified prospects toward an investment decision; no cold calling is required.
• Present Yrefy’s offerings using approved materials, explaining material terms, features, risks, and investor qualification requirements.
• Work to convert qualified prospects into completed investments when appropriate for their financial circumstances and objectives.
• Build relationships with existing investors and identify appropriate additional-investment and reinvestment opportunities.
• Obtain and review investor qualifications, financial circumstances, investment objectives, liquidity needs, and risk tolerance before making recommendations.
• Make recommendations in accordance with applicable regulatory requirements and broker-dealer policies, ensuring sales goals do not compromise investor interests.
• Serve as an ongoing contact for assigned investors, respond to questions within the scope of authority, and coordinate requests with appropriate departments.
• Maintain an organized pipeline and complete, accurate CRM records of investor contacts, follow-up activities, opportunities, and material communications.
• Provide management with information on sales activity, lead conversion, pipeline development, and completed investments.
• Conduct securities activities through and under broker-dealer supervision, use approved offering materials and communications, maintain required documentation, and promptly escalate compliance questions or unusual investor circumstances.
• Maintain current knowledge of Yrefy’s offerings, material risks, relevant investment alternatives, and industry developments; attend required sales, product, and compliance training.
• Meet performance expectations including a target of 8 new investments per month, an 80% investor retention goal, lead development and conversion, consistent follow-up, effective pipeline management, accurate records, and compliant professional communications.

Benefits

• 100% employer-paid medical coverage for the employee and whole family, including the Mayo Clinic
• 401k/Roth plan with 4% match and immediate vesting
• Dental insurance
• Vision insurance
• Company-paid life insurance
• Company-paid short- and long-term disability insurance
• Fully paid LifeTime gym membership for at least 8 visit days per month
• Student loan repayment assistance and education assistance
• Stocked snack kitchens
• Opportunity to work at a fast-growing company

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed