Investment Broker – Work From Home

We are seeking a highly motivated and results-driven Investment Broker  to join our remote team, specialising in managed accounts. In this role, you will be responsible for identifying new business opportunities, developing client relationships, and driving revenue growth through the sale of managed account services. You will serve as a key liaison between clients and our account management teams, ensuring seamless onboarding and long-term satisfaction.

Key Responsibilities:

• Prospect, qualify, and close new business opportunities for managed accounts

• Conduct virtual meetings and presentations to potential clients

• Maintain and grow relationships with a portfolio of existing clients

• Collaborate with internal teams to ensure client needs are met post-sale

• Stay current with market trends and industry best practices

• Meet and exceed monthly, quarterly, and annual sales targets

• Maintain accurate CRM records and provide regular pipeline updates

Qualifications:

• Proven track record in sales, preferably in managed services, financial products, or client account management

• Excellent communication and negotiation skills

• Self-starter with a high degree of motivation and discipline

• Comfortable working remotely with minimal supervision

• Proficiency with CRM software and virtual communication tools

• Bachelor’s degree in Business, Finance, Marketing, or a related field preferred

What We Offer:

• Commission based job

• Flexible remote work environment

• Professional development and training opportunities

• Performance-based incentives and bonuses

• Collaborative and supportive team culture