Note: The job is a remote job and is open to candidates in USA. Rise Collective is launching an accounting and advisory firm specializing in bookkeeping, tax strategy & compliance, and strategic financial planning for small to mid-sized businesses and high-net-worth individuals. The Setter/Closer role involves generating new business sales revenue, conducting client consultations, and providing personalized financial advisory services to real estate investors and entrepreneurs.
Responsibilities
- $150,000 in NEW business sales revenue monthly (minimum)
- 13+ units of either the $8k or $15k offers
- Take 5-6 inbound calls per day. Approx 100-120 calls per month
- Have 6 available 45-minute calendar slots available per week
- 25% minimum “live call” closing ratio
- Daily execution of team & administrative tasks
- Morning Huddles via zoom, Monday - Friday
- End of Day report
- Update your projections, tracking sheets, and CRM
Skills
- Minimum 12+ months selling a $10,000+ HT Offer consistently
- Financial background and knowing the language behind discussing investments
- Tax Strategy
- Investment savviness
- Roth IRA
- 401k
- STR Loophole
- Entity Structure (LLCs, Holding companies, Trusts, etc)
- Sharp, self-aware and exceptional communicator
- Experience working with investor-driven clients/prospects
Benefits
- Strong Untapped Client Base - You’ll be speaking with investors coming directly from our ecosystem, including existing clients from 2 of our other businesses. These clients are already active qualified buyers looking for further guidance. These channels alone will generate 50–60+ booked calls per month. On top of that, paid acquisition through Facebook ads will further strengthen an already healthy pipeline.
- Strong Skill Development - We have exceptional leadership that has experience training well over 3,000 sales reps in the HT space, as well as 500+ businesses to be successful. You’ll be learning and working directly with our Chief Revenue Officer. This is a genuine opportunity for Closers seeking tenure, real systems, longevity and quality income opportunity
- Investor-Level Prospects - You are connecting with educated investors. People who’ve already put skin in the game with our other companies and treat their RE Investments as a business. This is not educated, broke tyre-kickers
Company Overview
The Rise Collective is a vertically integrated property group operating at the intersection of real estate and wealth strategy. It was founded in 2022, and is headquartered in Clearwater, Florida, USA, with a workforce of 51-200 employees. Its website is https://rise-collective.com.