Setter/Closer

Department: Sales

Location: Remote - Global

Compensation: $15,000 - $25,000 / month

Description

Company Info:
Rise Collective is launching an accounting and advisory firm specializing in bookkeeping, tax strategy & compliance, and strategic financial planning for small to mid-sized businesses and high-net-worth individuals. We pride ourselves on providing proactive, personalized service to our clients while fostering a collaborative and supportive work environment for our team

This new tax advisory and accounting firm that will serve real estate investors, hospitality operators, entrepreneurs, and internal Rise Collective companies. This business will become the centralized powerhouse for tax strategy, bookkeeping, accounting, and financial intelligence across our entire ecosystem.

Business Information Links:

• https://rise-collective.com/

Compensation:

• Base Salary:
  • $3,000/mo
• Commission:
  • Front-End Units - 10% commission paid upon CASH collected
  • Offer Prices: $8,000, $15,000
• Minimum On Track Earnings:
  • 13-18 closes = $15k-21k/mo in commission
• Potential On Track Earnings:
  • 20-25 closes = $24k-30k/mo in commission
• Timezone/Working Hrs:
  • This is a full time, 8 hours / day position with breaks.
    • 8am-5pm US timezone

Company Culture and Core Values:

• ✅ Coachability
  • We’re looking for someone who actively seeks feedback and uses it to improve, not defend. Also, a short gap between awareness and successful implementation
• ✅ Discipline
  • Success here requires consistency in everything - preparation, follow-up, learning, and execution. We’re looking for someone who brings structure to each part of their life and maintains high standards even when no one is watching
• ✅ Ownership
  • When things don’t go as planned, we look for people who evaluate their own approach first. What’s the part you are responsible for despite the external factors?
    
    
    
    
    

KPI's & Offer Info:

KPI’s:

• $150,000 in NEW business sales revenue monthly (minimum).
  • 13 units of either the $8k or $15k offers
  • Take 5-6 inbound calls per day. Approx 100-120 calls per month.
  • Have 6 available 45-minute calendar slots available per week
• 25% minimum “live call” closing ratio
• Daily execution of team & administrative tasks.
  • Morning Huddles via zoom, Monday - Friday
  • End of Day report
  • Update your projections, tracking sheets, and CRM

Offer Info:Low Ticket Offer - $8,000

• Summary: We provide a comprehensive, hands-on tax and financial strategy service designed specifically for real estate investors, combining proactive planning, entity structuring, and ongoing advisory support. This includes quarterly strategy sessions, full financial and entity reviews, compensation and exit planning, plus DFY entity formation and access to our vetted real estate partner network. Clients also receive ongoing support and execution, email and chat access, group coaching, as well as bookkeeping and underwriting support for up to five deals per month
  
  

High Ticket Offer - $15,000

• Summary: Everything in the low ticket offer, as well as proactive tax and wealth strategy for real estate investors, monthly strategy calls, tax projections, entity optimization, cost segregation planning, and year-end tax strategy. All designed to minimize taxes and maximize long-term wealth for our clients
• Our Clients also receive high-touch execution and access, including direct CPA support via private Slack, audit protection, priority tax return filing, cost segregation estimates, bookkeeping for two properties, and done-for-you property sourcing and underwriting for up to five opportunities per month.
  
  

Qualifications & Expertise

• Minimum 12 months selling a $10,000 HT Offer consistently
• Financial background and knowing the language behind discussing investments
  • Tax Strategy
  • Investment savviness
  • Roth IRA
  • 401k
  • STR Loophole
  • Entity Structure (LLCs, Holding companies, Trusts, etc)
• Sharp, self-aware and exceptional communicator
• Experience working with investor-driven clients/prospects
  
  
  

Benefits

🚀Strong Untapped Client Base - You’ll be speaking with investors coming directly from our ecosystem, including existing clients from 2 of our other businesses. These clients are already active qualified buyers looking for further guidance. These channels alone will generate 50–60 booked calls per month. On top of that, paid acquisition through Facebook ads will further strengthen an already healthy pipeline.

📚Strong Skill Development - We have exceptional leadership that has experience training well over 3,000 sales reps in the HT space, as well as 500 businesses to be successful. You’ll be learning and working directly with our Chief Revenue Officer. This is a genuine opportunity for Closers seeking tenure, real systems, longevity and quality income opportunity

🏦Investor-Level Prospects - You are connecting with educated investors. People who’ve already put skin in the game with our other companies and treat their RE Investments as a business. This is not educated, broke tyre-kickers