Financial Sales Representative for Umergence - an Abu Dhabi-based Premier Broker-Dealer Specializing in Private Placements amp Alternative Investments remote
العربية
Financial Sales Representative for Umergence - an Abu Dhabi-based Premier Broker-Dealer Specializing in Private Placements amp Alternative Investments remote
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Job Description
Umergence is a premier brokerdealer specializing in private placements and alternative investments. Their representatives provide expertise in deal structure advisory institutional capital placements M&A advisory early to latestage direct investments and latestage secondary opportunities.
Leveraging the proprietary data management systems they ensure efficient supervision seamless operations and 24hour access to critical deal information. Their mission is to equip stakeholders with the tools and insights they need to facilitate smooth transactions from inception to closing.
At Umergence they believe in the power of collaborationcoming together to create something greater than the sum of its parts. We help clients navigate the complexities of alternative investing and private capital markets offering solutions and expert guidance to maximize value.
Kathleen Durusoy is an international venture capitalist investor with a strong network across the United States and the Middle East and the current Managing Director of Umergence. She is a founding director at Transition Fuel NG Acquisition Corporation a Canadian company focused on acquiring natural gas assets in North America where she has facilitated over $100M in investment. As the managing director of Simply Optimal Investments she helps postrevenue startups raise between $4M and $20M in funding. Durusoys diverse background spans healthcare logistics commodities and Turkish real estate investments. She holds Series 7 and Series 63 licenses and has extensive operational and investment experience in both domestic and Middle Eastern markets.
Kathleen is seeking a highly articulate and professional Financial Sales Representative to generate and qualify leads for institutional investors. This role requires an experienced individual who can confidently engage with financial institutions and highnetworth investors setting up calls with our leadership. The representative will be responsible for outbound prospecting handling receptionists and gatekeepers professionally and maintaining accurate CRM records.
Key Responsibilities:
Conduct outbound calls to institutional investors and financial firms with $15M in assets.
Engage confidently with secretaries receptionists and investment professionals to schedule meetings with the Umergences leadership.
Introduce Umergences investment opportunities professionally and persuasively.
Develop and refine outreach scripts ensuring a highly professional and official tone.
Maintain accurate records in CRM tracking engagement and followups.
Navigate multiple time zones prioritizing outreach to the MENA region (10 am 6 pm Abu Dhabi time).
Qualifications & Skills:
3 years of experience in sales preferably financial sales or institutional outreach.
Excellent communication skills in English both written and verbal.
Strong cold calling outreach and communication skills with a professional and articulate speaking style.
Confidence in speaking with highlevel financial professionals and institutional investors.
A selfstarter who can take initiative work independently and hold themselves accountable to meeting goals without requiring constant oversight.
Comfortable testing different sales techniques to identify the most effective approaches.
Ability to quickly learn and adapt to new tools and technologies ensuring streamlined outreach efforts and efficient lead management.
Background in finance private equity or alternative investments is preferred but not required.
Arabic or Farsi language skills are a plus.
Working hours:
This is a fulltime remote position youll need to navigate multiple time zones prioritizing outreach to the MENA region for example 10 am 6 pm Abu Dhabi time (check the time difference via the link).
What we offer:
Fulltime job (8 working hours per day MondayFriday). Please note that we will not consider candidates planning to combine several jobs.
Opportunity to work with a premier brokerdealer in private placements and alternative investments.
Direct engagement with institutional investors and highnetworth individuals.
Professional growth and learning opportunities in private equity and financial sales.
Remote work. You may be located in almost any country or city just need a good Internet connection a computer to work from and the opportunity to adjust your working schedule for the team.
Stability this is not an internship or project work we consider only the candidates looking for a longterm commitment of 1.5 years.
Salary will be discussed at the interview. Paid in USD.
Quick selection process.
Application deadline: ASAP.
Please note that the later you apply the more intensive your selection process will be for example you will have less time for the test assignment etc.
1. Fill in the application form attach your CV;
2. Have a Zoom interview with Hire5 Recruiter;
3. Complete the test assignment;
4. Have a Zoom interview with Kathleen Durusoy;
5. Get hired!
Interested in joining one of the most promising US startups
Employment Type
Full Time
