Financial Sales Representative for Umergence - an Abu Dhabi-based Premier Broker-Dealer Special[...]

Umergence is a premier broker-dealer specializing in private placements and alternative investments. Their representatives provide expertise in deal structure advisory, institutional capital placements, M&A advisory, early to late-stage direct investments, and late-stage secondary opportunities.

Leveraging the proprietary data management systems, they ensure efficient supervision, seamless operations, and 24-hour 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 collaboration—coming 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 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 high-net-worth 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 Umergence’s leadership.
• Introduce Umergence’s 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 follow-ups.
• 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 high-level financial professionals and institutional investors.
• A self-starter 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 full-time remote position, you'll need to navigate multiple time zones, prioritizing outreach to the MENA region, for example, 10 am – 6 pm Abu Dhabi time.

What we offer:

• Full-time job (8 working hours per day, Monday-Friday). Please note that we will not consider candidates planning to combine several jobs.
• Opportunity to work with a premier broker-dealer in private placements and alternative investments.
• Direct engagement with institutional investors and high-net-worth 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 long-term 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!