Required Skills & Experience - Series 7 and 63 licenses
2+ Years of proven experience selling to retail investors
Experience with cold and warm outreach to private investors
Ability and willingness to work fully remote
Drive and desire to grow personally, professionally and financially
Job Description Insight Global is seeking a Private Equity Associate to join their client from a remote work environment. In this role you will reach out to, and build close relationships with accredited investors to connect them with exclusive pre-IPO and IPO investment opportunities. You will have access to over 100K accredited households as well as early stage companies on the leading edge of innovation within tech, fintech, biotech and more.
Day to day:
Reach out to qualified investors to build relationships and introduce investment opportunities.
Consult with investors on their goals, portfolio, and risk tolerance.
Grow and manage relationships with investors to manage long term success.
Closely partner with internal teams to deliver seamless experiences for customers.
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