Talent.com
Investor Relations and Sales Specialist

Investor Relations and Sales Specialist

Scale IRSarasota, FL, US
9 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

Title : Investor Relations and Sales Specialist

Location : Hybrid or Remote with occasional travel for investor events

Role Objective

The Hunter is a growth-focused investor acquisition lead responsible for generating and converting new investor interest into committed capital across BeQuest investment offerings (non-Tardus). This role focuses on building trust through effective discovery conversations, solution alignment, and personalized guidance through the commitment process. Hunters play a vital role in achieving BeQuest's new capital goals and partner closely with the IRC and Marketing teams to deliver a high-conversion investor experience. They also collaborate with the Farmer role to ensure strong post-funding engagement, support referral generation, and maintain continuity of relationship with each investor.

Key Responsibilities

A. New Investor Acquisition & Discovery

  • Serve as the first point of contact for inbound and referred leads interested in BeQuest.
  • Conduct investor discovery and qualification conversations to assess fit and align on investor goals.
  • Educate prospective investors on BeQuest's offerings and value proposition.

B. Conversion Through Commitment

  • Own the investor journey from Discovery through Hard Commit (verbal or signed commitment).
  • Guide investors through product comparisons, return expectations, and timing considerations.
  • Partner with the IRC team to ensure a smooth transition into the funding and paperwork process post-commitment.
  • C. CRM, Follow-Up & Funnel Management

  • Maintain high-quality CRM hygiene : log calls, notes, status, and key decision details. Leverage available CRM playbooks to standardize follow-up workflows, qualification notes, and pipeline movement.
  • Execute timely follow-ups based on investor behaviors and lifecycle stage.
  • Monitor conversion metrics and pipeline stage progression to inform prioritization.
  • D. Events, Referrals & Brand Presence

  • Attend and support investor events including webinars, conferences, dinners, and happy hours.
  • Proactively generate referrals from interested or recently committed investors.
  • Collaborate with Marketing to improve top-of-funnel lead conversion and clarity.
  • E. Internal Collaboration

  • Partner closely with the Farmer role to ensure seamless transitions from new investor commitment to onboarding, and to support timely follow-up and conversion of referrals.
  • Work closely with IRC to support documentation, funding, and onboarding transitions.
  • Provide feedback to leadership and Marketing based on prospect behavior and objections.
  • Contribute to the development of sales enablement materials and investor FAQs.
  • Ideal Candidate Profile

    The ideal candidate for the Hunter role at BeQuest is a confident, values-driven communicator with experience in new business consultative sales, investor education, or capital markets. This individual is energized by uncovering investor needs, clearly communicating complex offerings, and helping new investors move confidently toward commitment.

    Key Attributes

  • Results-oriented and self-motivated
  • Strong communicator and trust-builder
  • Organized, systems-savvy, and proactive in follow-up
  • Familiar with investment sales, financial services, or fundraising
  • Create a job alert for this search

    Sales And Specialist • Sarasota, FL, US

    Related jobs
    • Promoted
    Loan Sales Specialist

    Loan Sales Specialist

    OneMain FinancialSarasota, FL, US
    Full-time
    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members ...Show moreLast updated: 1 day ago
    • Promoted
    Looking for the ultimate side hustle?

    Looking for the ultimate side hustle?

    Survey AuthoritySarasota Springs, FL, US
    Full-time
    Earn cash by matching with real companies that pay you for your opinions.Show moreLast updated: 21 days ago
    • Promoted
    Sales Representative

    Sales Representative

    LIBERTY NATIONALRuskin, FL, US
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Solutions Specialist

    Investment Solutions Specialist

    Dynasty Financial Partners, LLCSaint Petersburg, FL, US
    Full-time
    The Dynasty Investment team is responsible for the delivery of investment management, investment solutions and client service to Dynasty’s network of independent financial advisors.Dynasty&rs...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Consumer Banking Relationship Specialist (CBRS)

    Consumer Banking Relationship Specialist (CBRS)

    Bank OZKBradenton, FL, US
    Full-time
    Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and ...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Real Estate Investment Sales Specialist

    Real Estate Investment Sales Specialist

    CASHQUICK HOME BUYERSSaint Petersburg, FL, US
    Full-time
    We are a high-performance real estate team on the lookout for a full-time real estate acquisitions specialist.You'll hunt, prepare, and close deals, and ensure each transaction is smooth and succes...Show moreLast updated: less than 1 hour ago
    • Promoted
    Leasing Specialist

    Leasing Specialist

    The Bainbridge CompaniesNokomis, FL, US
    Full-time
    Wage Status : Hourly (Non-Exempt eligible for overtime).Are you someone who loves the thrill of closing a sale, while offering a personal guest and resident experience you haven’t seen elsewhe...Show moreLast updated: 30+ days ago
    • Promoted
    Investor Relations Specialist

    Investor Relations Specialist

    Scale IRSarasota, FL, US
    Full-time
    Title : Investor Relations Specialist.Location : Hybrid or Remote with occasional travel for investor events.The Investor Relations Specialist is a relationship-driven professional responsible for nu...Show moreLast updated: 30+ days ago
    • Promoted
    Future Leader - Business Management Trainee

    Future Leader - Business Management Trainee

    Next Era Management Group, Inc.Ruskin, FL, US
    Full-time
    Become a Business Management Trainee at Next Era Management Group in Riverview!.Next Era Management Group, recognized as Riverview's foremost direct marketing solutions provider, presents an exclus...Show moreLast updated: 15 days ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial GroupSarasota, FL, US
    Part-time
    Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 2 days ago
    • Promoted
    Senior Consumer Relationship Banker (South Venice)

    Senior Consumer Relationship Banker (South Venice)

    Regions FinancialVenice, FL, US
    Full-time
    Senior Consumer Relationship Banker.At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their fi...Show moreLast updated: 30+ days ago
    • Promoted
    Retail Sales Consultant

    Retail Sales Consultant

    SPECTRUMSun City Center, FL, US
    Full-time
    This role requires the ability to work lawfully in the U.Do you have a passion for connecting with people and driving sales? As a. Spectrum, you'll be the face of our company, promoting and selling ...Show moreLast updated: 1 day ago
    • Promoted
    Trading & Support Specialist II

    Trading & Support Specialist II

    Raymond James FinancialSaint Petersburg, FL, US
    Full-time
    Trading & Support Specialist II.The Trading & Support Specialist II provides support for Registered Investment Advisors (RIA) in Fixed Income and Money Movement transactions.This role is responsibl...Show moreLast updated: 30+ days ago
    • Promoted
    Title Specialist

    Title Specialist

    Trader InteractiveSarasota, FL, US
    Full-time
    Are you ready to be a big part of something big?.At Trader Interactive, we make buying and selling a great experience.We’re a group of go-getters who decided they didn’t want to settle ...Show moreLast updated: 24 days ago
    • Promoted
    New Home Sales Specialist

    New Home Sales Specialist

    The Kolter GroupManatee County, FL, US
    Full-time
    New Home Guide – Manatee County Florida (On-Site).Are you a talented sales professional with a proven ability to close deals? Have you thought about getting into real estate but don’t h...Show moreLast updated: 27 days ago
    • Promoted
    • New!
    Real Estate Investment Specialist

    Real Estate Investment Specialist

    Canvas ForumSaint Petersburg, FL, US
    Full-time
    Real Estate Investment Specialist.Canvas Forum is building a more efficient real estate investment marketplace by connecting buyers and sellers with expertise. This role focuses on growing a network...Show moreLast updated: less than 1 hour ago
    • Promoted
    • New!
    Sales And Marketing Specialist

    Sales And Marketing Specialist

    RUBIN FINANCIAL GROUPSaint Petersburg, FL, US
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.RUBIN FINANCIAL GROUP provided pay range. This range is provided by RUBIN FINANCIAL GROUP.Your actual p...Show moreLast updated: less than 1 hour ago
    • Promoted
    Estate Transitions Specialist

    Estate Transitions Specialist

    Caring TransitionsSun City Center, FL, US
    Full-time
    The Estate Transition Team Member will play a crucial role in our relocation services.This role involves sorting items into categories such as trash, donation, or sell, photographing sellable items...Show moreLast updated: 28 days ago