Position Title: Investor Relations Specialist

Type: Full Time, Hourly, Non-Exempt , In-Office, Non-remote

Pay: Compensation Range - $70,000.00 to $85,000.00 plus an UNCAPPED individual and team bonus!

About us: ****
Yrefy, LLC presents an investment opportunity that delivers returns higher than the market average without dependence on the Stock Market or the Federal Reserve. If you have the “need to succeed,” want to work hard for investors, have some fun, and make money doing it, we invite you to consider joining our team!

Our ideal candidate should be a self-described people person, provide respectful, consultative sales, have impeccable follow-through, be goal-driven, have a track record of achieving monthly targets, and desire to help investors understand the Yrefy, LLC story and how we offer a strong fixed rate. A solid grasp of selling principles, keen attention to detail, and adaptability to a dynamic, fast-paced environment are crucial for success in this role. The primary responsibility of this role is to secure capital from inquiries generated through media, web leads, and conferences.

Duties/Responsibilities:

• Communicates with potential and current investors, taking inbound calls, making outbound calls, and following up on leads/tasks. No cold calling.
• Understands potential and current investors' needs and identifies sales opportunities.
• Answers potential and current investors' questions when appropriate.
• Works with the Compliance Department to ensure documents are within the SEC regulations and industry standards.
• Keeps up with product information and updates.
• Creates and maintains a database of potential and current investors.
• Explains and demonstrates products and service features.
• Documents all information accurately in the Customer Relationship Management (CRM) system.
• Attends conferences as needed.
• Attends all meetings and training courses as required.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent customer service skills.
• Strong listening and sales skills.
• Excellent organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Strong financial and analytical skills.
• Proficient in Microsoft Office Suite.
• Knowledge of CRM software.
• Ability to be flexible with inbound call coverage.

Education and Experience:

• High school diploma/GED.
• Bachelor's degree in Finance, Business Administration, or a related field; preferred.
• Securities license preferred.
• Proven track record in an outbound/inbound phone sales role.
• Experience in fast-paced environments.
• Previous experience in conferences or industry events.
• SIE, Series 63, and Series 82 licenses.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance