Investor Relations Specialist

Investor Relations Specialist

Yrefy is seeking a registered sales professional to develop prospective investors, generate new investment activity, and expand relationships with existing investors. This is a sales and production-oriented position with defined expectations for new investments, lead conversion, and investor retention.

The successful candidate will actively manage a sales pipeline, make outbound follow-up calls on company-generated leads, respond to inbound investment inquiries, present Yrefy’s offerings, and guide qualified investors through the investment evaluation and subscription process. No cold calling is required.

The role requires strong sales ability, financial knowledge, and consistent follow-through. It’s designed for professionals who excel at fostering confidence, understanding complex investor needs, and serving as a trusted resource throughout the investment journey. You will work with investors to assess suitability, provide thoughtful market and product insights, and deliver a high-touch client experience that reinforces credibility and long-term loyalty.

All recommendations, communications, and transactions must comply with applicable broker-dealer supervisory requirements, securities laws, and company policies.

• Develop prospective investors through company-generated leads, inbound inquiries, referrals, and other approved prospect sources.
• Make outbound calls, conduct timely follow-up, address investor questions and concerns, and advance qualified prospects toward an investment decision. No cold calling.
• 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 existing investor relationships 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. Sales goals must 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 records of investor contacts, follow-up activities, opportunities, and material communications in the approved CRM.
• Provide management with information on sales activity, lead conversion, pipeline development, and completed investments.

• Conduct securities activities through and under the supervision of the broker-dealer; use only approved offering materials and communications.
• Maintain required investor and transaction documentation and promptly elevate 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.

• Achievement of new investment production goals, with a target of 8 new investments per month.
• Development and conversion of assigned leads and investment opportunities.
• Investor retention and appropriate reinvestment, with an 80% retention goal.
• Consistent outbound follow-up and effective management of the sales pipeline.
• Accurate, timely CRM records and investor…