Investor Sales Closer

Scale Army Careers; Remote; ZAR 600 000 - 800 000; Full time

Job summary

A leading investment firm is seeking an Investor Sales Closer for a remote role focused on managing inbound investor leads and closing capital commitments. The successful candidate will have over 3 years of experience in closing high-ticket investment deals and a strong understanding of investor psychology. This mid-senior level position involves collaborating with the VP and marketing department to execute effective fundraising strategies and maintain relationships with current investors. Exceptional communication and CRM proficiency are required.

Qualifications

• 3+ years of experience in closing investment-related deals by phone.
• Strong understanding of investor psychology and trust-building techniques.
• Proven success in phone-based sales.

Responsibilities

• Manage inbound investor leads and close capital commitments.
• Conduct discovery, qualification, and closing calls with investors.
• Convert qualified leads into committed investments.

Skills

Closing high-ticket deals

Investor psychology understanding

Objection handling

Exceptional communication skills

Tools

CRM tools (Go High Level or similar)

Job description

Investor Sales Closer – Scale Army Careers

Our client is a leading investment firm specializing in high-value funds and note programs. They focus on providing personalised investment opportunities and strategic growth for investors, ensuring capital growth while maintaining a high standard of service and professionalism.

Location

Remote | 9 AM - 6 PM EST

Role Overview

The Investor Sales Closer (Phone) is a senior-level sales role focused on managing inbound investor leads, building relationships, and closing capital commitments for the firm's funds and note programmes. Reporting directly to the VP, this role collaborates with the CEO and marketing department to execute fundraising strategies and meet investment goals.

Key Responsibilities

• Strategic Planning Work closely with the VP to refine closing strategies, call flows, and follow-up systems. Coordinate with the marketing team to optimise funnels, investor messaging, and pipeline structure.
• Investor Relations Conduct discovery calls, qualification calls, and closing calls with investors. Manage warm inbound leads generated by marketing campaigns, webinars, and other outreach efforts. Maintain ongoing professional relationships with current investors.
• Fundraising Execution Convert qualified leads into committed investments by guiding investors through documentation and compliance steps. Track all communication and pipeline movement using the established CRM tool to ensure a streamlined process.
• Financial Communication Clearly explain fund structures, investment timelines, yields, risks, and terms to prospective investors. Ensure all terms align with official documentation and offerings. Maintain investor clarity while staying compliant with legal and regulatory requirements.
• Team Leadership & Collaboration Serve as the lead phone closer under the VP, offering expertise and leadership. Help train and mentor new SDRs or junior callers as the team grows. Provide weekly updates on KPIs, insights, and progress from investor conversations. Relay investor sentiment on rates, returns, and competing offerings back to leadership. Assist in adjusting fundraising strategies based on real-time data from investor calls.

Required Skills & Qualifications

• Experience 3+ years of experience closing high-ticket or investment-related deals by phone. Strong understanding of investor psychology, objection handling, and trust-building techniques. Experience in real-estate investing, private placements, or capital raising is a plus.
• Skills Proficiency with CRM tools (Go High Level or similar). Exceptional communication skills, both verbal and written. High ethics, professionalism, and respect for investor capital.
• Additional Experience Proven success in phone-based sales and closing investment deals. Experience in real estate, financial services, or investment fund sectors is highly preferred. Ability to explain complex financial concepts clearly to potential investors.

Application Process

1. Fill in the application form
2. Record a video showcasing your skill sets

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Sales and Management

Industries : Marketing Services

Referrals increase your chances of interviewing at Scale Army Careers by 2×.