Investor Relations Call Center Sales Leader

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

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