Duties and Responsibilities include, but are not limited to:

• Be responsible for regional team sales, inclusive of individual and team sales activities and outcomes.
• Maintain minimum meeting, video conference, and call volumes.
• Manage and maintain CRM content.
• Develop extensive working knowledge of Legendary Capital product offerings.
• Attend certain firm and/or industry events such as conference calls, broker dealer conferences, due diligence events, or other business initiatives attended/sponsored by the firm.
• Travel within the assigned territory to build upon current and new advisor partnerships (minimum 60% of the time).

• FINRA series 7 and 63 licenses.
• 5+ years of external wholesaling alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds) to the financial services industry.
• Bachelor’s degree.
• Strong proficiency in Microsoft Office and CRM applications.
• Exceptional communication skills, both internally and externally, with business partners at all levels.
• Track-record of prior sales success.
• Clean BrokerCheck report.
• Desire to work successfully in an entrepreneurial environment.
• Ability to use initiative and work independently, while also being a team player and collaborator.
• Superior verbal and presentation skills.
• Elevated time management and organization skills.
• Ability to partner with, work with, and manage internal sales partner(s).
• Successful record in developing and managing a sales territory.

Duties and Responsibilities include, but are not limited to:

• Partner with and support Managing Director of Sales – West with business development efforts.
• Provide the partnering Managing Director of Sales – West and Company with reporting related to activity and sales levels for the western sales region.
• Make proactive sales calls daily with advisors to strengthen relationships and generate selling opportunities. This includes sales campaigns, follow-up calls, and other activities as directed towards sales activities goals.
• Work closely with the Managing Director of Sales – West to develop and execute an appropriate business plan to optimize activity and maximize sales.
• Schedule quality appointments and video enabled meetings for the Managing Director of Sales – West.
• Research, identify, and actively convert prospects into producers.
• Utilize Legendary Capital’s CRM system to create and maintain up-to-date information on the sales region.
• Maintain a minimum sales activities volume each day towards a targeted number of appointments/meetings.
• Meet and exceed weekly and monthly goals for new business production.
• Develop extensive working knowledge of Legendary Capital product offerings and the alternative investment industry at large.
• Develop and maintain an advanced knowledge of financial markets, firm champions, and the competitive landscape.
• Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements.

• FINRA series 7 and 63 licenses.
• 2+ years of prior wholesaling or investment industry experience, with preference towards alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds).
• Clean BrokerCheck report.
• Bachelor’s degree.
• Primarily motivated by sales success and meeting firm/regional sales goals and targets with an emphasis on acquiring new business.
• Previous cold calling/business development experience required.
• Strong proficiency in Microsoft Office and CRM applications.
• Exceptional ability to communicate professionally with all members of staff and clients, internal and external to the firm at all levels both in oral and written communications.
• Superior verbal and presentation skills.
• Possess excellent, high-energy interpersonal and customer service skills, with emphasis on relationship building.
• Track-record of prior sales success.
• Attention to detail and multi-tasking abilities a must.
• Desire to work successfully in an entrepreneurial, fast-paced, and high pressure/reward environment.
• Ability to use initiative and work independently, while also being a collaborative team player.
• Ability to exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism and respect at all times.
• Excellent time management and organizational skills.
• Ability to travel periodically.

Duties and Responsibilities include, but are not limited to:

• Territory Canvassing: Visit businesses within a 2-mile radius to pitch our Mini Locally Negotiated Rate (MLNR) program and Referral Partner Program.
• Corporate Sales: Prospect and build relationships with local companies to promote corporate lodging programs and group bookings.
• Negotiation & Proposals: Assist in negotiating corporate rates and preparing proposals.
• Outbound Communication: Conduct calls, emails, and client visits to generate leads and maintain relationships.
• Rideshare Recruitment: Recruit Uber/Lyft drivers as Referral Agents to earn commissions for guest referrals.
• Account Activation: Follow up with new partners to ensure onboarding and first booking.
• CRM Management: Maintain accurate client records and track progress against KPIs.
• Support Sales Manager: Assist with group booking coordination and contract administration.
• Activate 20 new partners (businesses or drivers) who book at least one room within the first 60 days.
• Meet or exceed monthly activity and revenue goals.

• High school diploma required; associate or bachelor’s degree in business or marketing preferred
• 1–2 years of experience in sales, customer service, or hospitality preferred; experience in canvassing or gig-economy work is a plus
• Excellent communication, strong organizational abilities, and ability to work independently
• Proficiency in Microsoft Office and CRM tools
• Fearless, high-energy, and thick-skinned
• Comfortable with cold outreach and closing deals
• Valid driver’s license for client visits