Investor Call Center Sales Manager

Yrefy, LLC; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Yrefy, LLC is seeking a high-energy Investor Call Center Sales Manager to lead and develop a team of licensed Investor Relations Representatives responsible for engaging accredited investors in Yrefy’s investment opportunities.

This role blends hands-on leadership with coaching, performance improvement, and process optimization in a fast-paced internal sales environment, while ensuring FINRA and SEC compliance and partnering with Executive Leadership, Compliance, Marketing, and Operations to

Qualifications

• FINRA licenses such as Series 63, SIE, 7, and ideally a 24.
• 5+ years of sales leadership experience in a call center or financial services environment.
• Experience with accredited investors, wealth management, or investment products.
• Proven track record leading teams to meet sales and service goals.
• Experience coaching, developing, and motivating sales professionals.
• Strong consultative selling and relationship-building skills.
• Experience using CRM platforms and sales performance reporting tools.
• Excellent communication and presentation skills.
• Ability to thrive in a fast-paced, metrics-driven environment.
• Experience in investor relations or capital raising is a plus.

Responsibilities

• Lead, coach, and develop a team of Investor Relations Representatives.
• Conduct regular one-on-one coaching sessions and performance discussions.
• Monitor performance metrics and investor engagement.
• Take overflow calls to model best practices for reps.
• Support recruiting, onboarding, training, and development.
• Partner with Human Resources on performance management and employee relations.
• Ensure compliance with FINRA/SEC requirements in investor interactions.
• Collaborate with Marketing, Compliance, Operations, and Technology teams.

Skills

Sales Leadership

Coaching & Development

Regulatory Awareness

CRM Platforms

Communication Skills

Relationship Building

Education

Bachelor's degree in Business, Finance, Marketing, or related field

Tools

CRM platforms

Sales performance reporting tools

Job description

About the Role

Yrefy is seeking a high-energy, results-oriented Investor Call Center Sales Manager to lead and develop a team of licensed Investor Relations Representatives responsible for engaging accredited investors to understand Yrefy’s unique investment opportunities. This is a hands-on leadership role for a sales professional who can lead by example, is not afraid to jump in and take calls, enjoys driving performance, coaching, developing talent, and improving processes within a fast-paced, internal sales environment. The ideal candidate is equally qualified in analyzing metrics, coaching call performance, resolving investor concerns, and helping representatives achieve specific goals. The Financial Services Sales Manager will partner closely with Executive Leadership, Compliance, Marketing, and Operations to support a best-in-class investor experience while maintaining adherence to FINRA and SEC requirements.

Responsibilities

Team Leadership & Performance Management

• 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, and performance-driven team culture.
• Monitor individual and team performance metrics, including activity, conversion rates, funding results, and investor engagement.
• Ability to take overflow calls as an example to reps so they can mirror your expertise in communication and handling objectives, while moving the call forward.
• Support recruiting, onboarding, training, and ongoing employee development.
• Partner with Human Resources on performance management and employee relations matters.

Sales Coaching & Development

• Ensure representatives are efficient 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 are knowledgeable about current products, offerings, and company initiatives.

Investor Experience & Relationship Management

• Support representatives with complex or escalated investor situations.
• Build and maintain strong relationships with current and prospective investors.
• Assist with investor communications, educational events, webinars, and conferences.
• Partner with team members to ensure timely follow-up and provide consistent investor experiences throughout the investment lifecycle.
• Opportunity to represent company at external events
• Support other investor outreach initiatives to strengthen relationships, promote engagement, and facilitate capital raising.

Call Center & Operational Excellence

• Conducts call evaluation and quality monitoring using systems such as Dialpad.
• Monitor CRM utilization, call quality, documentation standards, and workflow adherence.
• Optimize processes, procedures, and systems that 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.

Compliance & Risk Management

• Ensure all 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.

Requirements

• FINRA licenses such as Series 63, SIE, 7, and ideally a 24.
• 5 plus years of sales leadership experience in a call center, inside sales, financial services, investment services, insurance, mortgage, banking, or 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 related field; or equivalent experience.
• Experience in investor relations, capital raising, financial services sales, or regulated sales environments.
• Familiarity with AI call evaluation and quality monitoring tools.

Key Competencies

• Sales Leadership
• Coaching & Development
• Performance Management
• Relationship Management
• Investor Experience
• Regulatory Awareness
• Data Analysis
• Process Improvement
• Cross-Functional Collaboration