Capital Raising Associate (Outbound – Warm Leads)Role Overview

This role is designed for a driven professional who wants to learn how to raise capital directly from a top performer while executing at a high level day-to-day. You will work closely with a Team Leader, engage warm inbound prospects, and develop real-world capital-raising and sales skills inside a performance-driven environment.

This is not a passive role. It requires confidence, discipline, and a “you’ve got what it takes” mentality.

Key Responsibilities

• Conduct outbound phone calls to warm leads who have already engaged with the platform
• Hold professional, confident conversations around financial opportunities
• Follow proven scripts, frameworks, and call strategies while developing your own voice
• Maintain consistent 6 hours per day of phone time
• Accurately log activity and outcomes in the CRM
• Collaborate closely with a Team Leader for coaching, feedback, and performance improvement
• Represent the brand with professionalism, clarity, and confidence at all times

What You’ll Learn

• How capital is raised in real markets—not theory
• How top performers structure conversations, handle objections, and build trust
• How to develop financial fluency and confidence speaking with sophisticated prospects
• How to perform under expectations and measurable outcomes

Required Traits & Skills

• Confidence – you are comfortable on the phone and can hold authority in conversation
• Financial acumen – or the ability and willingness to learn quickly
• Sales experience – phone sales experience strongly preferred
• Strong phone presence, tone control, and listening skills
• Professional demeanor and disciplined work ethic
• A “you got what it takes” mindset—competitive, coachable, resilient

Compensation

• Hourly base pay ($18 per hour)
• Performance-based bonuses tied to results and consistency

Commitment Expectations

• Minimum 6 hours per day on the phone
• Full accountability to activity and performance metrics
• Long-term mindset—this role rewards those who show up consistently and execute