Capital Development Appointment Setter

Avanza Capital Holdings; Durham (NC); On-site; USD 10,000 - 60,000; Full time

Job summary

Join Avanza Capital Holdings as a Lead Connector in Durham, NC. This entry-level position offers a unique career path with hands-on training in financial markets, focusing on relationship building with lenders using innovative CRM technology. Enjoy a supportive work environment with opportunities for growth and competitive pay.

Benefits

Paid training

Comprehensive benefits package after 90 days

Opportunities to advance in career

Access to Avanza Capital Holdings University

Qualifications

• Some sales experience preferred.
• Strong willingness to learn and grow in the financial industry.

Responsibilities

• Connect prospective lenders with Managing Partner using automated CRM.
• Engage with leads generated and manage performance metrics.

Skills

Communication Skills

Relationship Building

Job description

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Direct message the job poster from Avanza Capital Holdings

Job Title: Lead Connector

HQ 40 Wall Street 28th Fl New York NY 10005

About the Company:

Avanza Capital Holdings, a Wall Street leader in alternative financing, operates an additional headquarters in Durham, NC. We specialize in providing strategic solutions for high-net-worth accredited lenders through a carefully managed portfolio, supported by top-tier legal oversight. Our mission is to deliver steady returns, preserve capital, and build lasting value while we support underserved businesses that cannot obtain capital through traditional bank financing. Learn more here:

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Position Overview:

We’re seeking highly motivated individuals to join our Durham team as Lead Connectors—an entry-level role where experience isn’t necessary, but a strong willingness to learn and grow is essential for success. This is more than a job; it’s a career path designed for growth, with the potential to achieve life-changing success through a managed money model with residual income. As a Connector, you’ll benefit from our Avanza Capital Holdings University program, designed to guide you through each level, developing your skills to advance within our organization. You must start at the bottom and graduate to the next position by achieving milestones of success. In the financial markets, we all come from the same school of hard knocks but we graduate with different grades.

In this role, no selling or dialing is required. Instead, you’ll work with an automated predictive dialer CRM that does the heavy lifting for you, allowing you to focus on learning while earning the opportunity of a lifetime. This hands-on experience is essential to excel in the higher-level roles of Avanza Capital Holdings, setting the foundation for a successful future in the financial private credit sector.

Avanza Capital Holdings University – Your Path to Success:

1.

Lead Connector - Start by connecting with prospective lending partners using our automated dialer CRM, building rapport and establishing initial contact before introducing them to one of Avanza’s Managing Partners.

2.

Fronter - Graduate to the Fronter role, working as part of a team to collectively prospect and nurture relationships with accredited lending partners.

3.

Closer - Advance to the Closer position, assisting in finalizing deals that were initiated by Connectors and nurtured by Fronters, gaining the opportunity to earn more and solidify your career by attaching yourself to residual income and forming business relationships that you will cultivate and manage.

Location:

This position is based at our Durham, NC headquarters at the renowned 555 S. Mangum St. Durham, NC 27701.

https://www.thelenny555.com/

https://www.555mangum.com/

This inspiring, collaborative workspace fosters creativity and professional development, surrounded by a vibrant and thought-provoking culture. Rooftop view of the Durham Bulls Athletic Park, Rooftop bar & restaraunt, fully equiped state of the art gym, quiet huddle rooms, and all that historic downtown Durham has to offer.

Job Responsibilities:

Connect prospective lenders to your assigned Managing Partner in an effort to build initial relationships with prospective lending partners through our automated CRM system, allowing you to focus on education and development.

Facilitate the introduction of lending partners to Avanza’s Partners, enabling the growth of key connections without the need for cold calling.

Engage with leads generated by our advanced CRM, using provided tools to track and manage performance metrics.

Key Qualifications:

Some sales experience preferred, though a passion for learning and advancing in the financial industry is a must.

Excellent communication skills and a willingness to engage in relationship building.

Ability to work both independently and collaboratively, taking advantage of mentorship and guidance.

Must be legally authorized to work full-time in the U.S. without restriction.

Compensation and Benefits:

Entry-level base salary of $17 per hour, with performance-based bonuses and the potential for residual income TBD.

Opportunities for growth within Avanza Capital University, progressing from Connector to Fronter to Closer as skills and expertise grow throughout your tenure and goals achieved TBD.

Paid training and a comprehensive benefits package after 90 day review.

Application Requirements:

Resume

Contact Information (Name, Phone Number, and Email Address)

Job Type: Full-time

Launch your career with Avanza Capital Holdings and take your first step toward a rewarding path in finance, supported by innovative technology and a dedicated learning environment. Apply today!

Job Types: Full-time, Part-time

Pay: From $17.00 per hour

Shift:

• Day shift

Ability to Commute:

Ability to Relocate:

• Durham, NC 27701: Relocate before starting work (Required)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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