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Investor Relations Specialist

4 months ago

Phoenix, United States Yrefy Full time
Job DescriptionJob Description

Job Summary:

Yrefy presents an investment opportunity that delivers returns higher than the market average without dependence on the Stock Market or the Federal Reserve. We are on the lookout for an Investor Relations Specialist who possesses excellent communication skills, is a dedicated team player, and excels in sales. The primary responsibility of this role is to secure capital from inquiries generated through media, web leads, and conferences.

Our ideal candidate should have a servant’s heart to answer questions, provide respectful, consistent follow-through, and desire to help investors understand the Yrefy story and how we offer a strong fixed rate of return not tied to the stock market. A solid grasp of selling principles, keen attention to detail, and adaptability to a dynamic, fast-paced environment are crucial for success in this role. If you have the “need to succeed,” want to work hard for investors, have some fun, and make money doing it, we invite you to consider joining our team.

Duties/Responsibilities:

  • Communicates with potential and current investors, taking inbound calls, making outbound calls, and following up on leads/tasks.
  • Understands potential and current investors' needs and identifies sales opportunities.
  • Answers potential and current investors' questions and sends additional information via email/mail when appropriate.
  • Plans meetings and documents according to the SEC regulations.
  • Keeps up with product information and updates.
  • Creates and maintains a database of potential and current investors.
  • Explains and demonstrates product and service features.
  • Documents all information accurately in the Customer Relationship Management (CRM) system.
  • Attends conferences as needed.
  • Attends all meetings and training courses as required.
  • Performs other related duties as assigned.

Required Skills/Abilities:

  • Excellent customer service skills.
  • Strong listening and sales skills.
  • Excellent organizational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Strong financial and analytical skills.
  •  Proficient in Microsoft Office Suite.
  • Knowledge of CRM software.
  • Ability to be flexible with inbound call coverage.

Education and Experience:

  • High school diploma/GED.
  • Bachelor’s degree in Finance, Business Administration, or a related field; preferred.
  • Proven track record in an outbound/inbound phone sales role.
  • Experience in fast-paced environments.
  • Previous experience in conferences or industry events.

About Us:

Yrefy is a dynamic lender solving the Student Loan dilemma with unique financial products for Borrowers and Investors. We stand alone with our 6-year specialized refinance and investment products. We are growing and are seeking like-minded people to build our team. A strong desire to learn and grow is important to us.

Yrefy’s core principles are Vision, Compassion, Innovation, Excellence, Integrity, Respect, and Teamwork. We understand our customers, lending to struggling graduates, while wisely investing our Investors’ capital in a strongly performing loan portfolio.

Yrefy is very heavily technology focused. As such, we have developed vanguard Loan Origination and Servicing systems, as well as an enterprise level Investments platform addressing the SEC Reg D Investment ecosphere. Our accounting processes and our technology are tightly integrated.