Jobs at Yrefy, LLC

Lead and develop a team of licensed Investor Relations Representatives selling investment opportunities to accredited investors. Responsibilities include coaching, performance management, sales call support, investor relationship management, process improvement, CRM and call-quality oversight, training, and regulatory compliance with FINRA and SEC requirements. The role partners with executive leadership, Compliance, Marketing, Operations, and Technology to improve sales results and investor experience.

Develops prospective investors, converts qualified leads into investments, manages investor relationships, and identifies reinvestment opportunities. Responsibilities include outbound follow-up, presenting investment offerings, assessing investor suitability, maintaining CRM records, managing sales pipelines, meeting production and retention goals, and complying with broker-dealer supervision, securities laws, FINRA requirements, and company policies.