Related skills
sales leadership series 7 series 63 accredited investors regulatory compliance📋 Description
- Lead, coach, and scale StartEngine’s Private Sales team of FINRA-registered representatives
- Evaluate, hire, onboard, and train new sales talent as the business grows
- Set clear performance expectations, sales targets, and accountability frameworks
- Drive revenue by improving sales process, deal execution, and investor engagement
- Actively coach reps on calls, deal strategy, objection handling, and closing
- Ensure compliance with FINRA regulations and internal policies across the team
🎯 Requirements
- FINRA Series 24 (required)
- Proven experience leading commission-based sales teams in financial services
- Background selling complex financial products (private securities, alternatives, secondaries, or similar)
- Strong coaching mindset with a track record of developing top-performing salespeople
- Deep understanding of accredited investors and high-touch consultative sales
- Active FINRA licenses required for supervisory roles, including: Series 7, 63, 24
🎁 Benefits
- 100% covered Medical/Dental/Vision - choose plan
- Generous Equity package
- Unlimited PTO and sick days
- 100% Remote
- Paid maternity/paternity leave
- 401K program
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