Now Hiring: IGF Sales Agents
Apply by sending your resume and cover letter to jobs@in3capital.net
Job Title: IGF Sales Agent, Certified Sales Agent
Location: Virtual (Headquarters in California)
Hiring Manager: Impact Guarantee Fund (IGF) LLC managing partner, Daniel Robin
Hours: Up to you, pending contractual arrangements
Compensation: Salary depends on experience (DOE); mainly commission based, but salary available once proven.
Required Skills & Experience: Project finance expertise, clients or contacts that own assets valued at $5 million or more, analytical abilities, solid business judgement, basic IT (or fast learning) and information management skills a must. Optional: Customer Relationship Management (CRM), client relations or negotiation skills, familiarity with the UN Sustainable Development Goals, financial modeling or project management, bookkeeping or accounting skills helpful, but not essential.
Job Description: Senior-level position responsible for facilitating guarantor recruitment from your own network, following a Sales Agent MasterClass (SAM), responsibilities include …
- Understand the rules and regulations for this syndicated offering under US SEC 506c Private Placement guidelines.
- Research and contact leads, primarily owners of assets that are underperforming, distressed or illiquid.
- Qualify and screen candidate unitholders (members of IGF’s LLC-based fund) that either commit or pledge assets bespoke to fully vetted, “curated” and insured clients. Project owners have pre-arranged funding from In3CAP Completion Assurance Program™, a source of advantageous US family office’s mid-market project capital.
- Use provided tools and a solutions-oriented approach to onboard guarantors of $20 million or more bespoke, or $5 million minimum into the IGF pledge pool.
- Report and account for activities, progress made, and remaining challenges via weekly meetings or as needed, using In3 Group’s CRM to track results.
More about IGF’s goals and focus areas available upon request. This landing page presents an overview.
Typical Day in the Sales Agents: Research and contact (methods depend on the party you wish to reach) prospects — using designated tools that depend on the prospect’s status in sales “pipeline.” Log viable leads in the CRM tracking system to coordinate next steps. This usually entails making a cursory pitch then requesting a meeting, handling initial objections, or answering questions in cooperation with IGF management.
Target audience: IGF prospective clients (“leads”) are asset owners, typically, though in some cases asset managers will want to participate. Prospective IGF clients can be anywhere in the world, or CSA can focus by geographic territory. For regulatory compliance (screening), we will ask all CSAs to bring forward evidence of their lead’s qualification as accredited per published SEC standards (must take reasonable steps to affirm this). This is carried out using available tools, such as an electronic questionnaire, as part of qualifying or onboarding, to enable their beneficial participation in the Fund and CSA to receive compensation.
Experience with In3CAP’s guarantee would help ensure rapid success, but on-the-job training and orientation is expected.
In3 presently uses Zoho CRM (cloud-based SaaS called Bigin) for Lead management and conversion of qualified opportunities on behalf of IGF LLC (press release), an initiative of In3 Capital Group, the latter an international Impact Investing and Advisory Firm based in California.
Teamwork & Reporting
Candidates will work in close cooperation with key personnel, namely the IGF sales manager, the IGF director of CSA recruitment, and In3 Group’s managing partner and Board Chair of IGF, Daniel Robin. Just as In3 is a team-oriented company, working with 30-40 “Affiliates” (sales offices) globally, so too is the IGF ecosystem collaborative.
This position requires the flexibility to work with headlines and fundamentals, but also delve into details if or as required. CSA candidates will be asked to participate in a 3-session (2 hours per week) live, virtual MasterClass and receive a passing score on the exit quiz. Previous MasterClass participants report that it helps with both orientation and best practices, jump-starting the actions that have proven to deliver results.
About Us: Entering our 28th year, In3 Capital Group has been (quietly) vetting, co-developing, packaging, and in recent years financing projects that help achieve the UN’s Sustainable Development Goals (SDGs), which offer the potential to not just slow down climate change but to actually reverse it, among many other pressing sustainability problems. We are driven and passionate about making a difference.
Why this position, why now? Recently we have seen a significant increase in demand for our capital and, with the help of Affiliate offices, we and our in-house Family Office capital partner have become quite inundated with inquiries and requests for our products and services. We mainly work with developers that can bring their own guarantee, but that leaves out a full third of the market that has honed their plans for powerful solutions to pressing problems like climate change. Most project financiers won’t consider first-of-a-kind solutions (even with insurance) unless the developer has 25-35% “skin in the game”. IGF’s innovative structure enables funding to flow for such projects without any one party taking on undue risk.
Your mission, should you choose to accept it: get familiar with In3 sample dealflow and master the core In3CAP fundamentals, demonstrate people skills, solid business judgement, analytical and prioritization skills … to attract and recruit IGF guarantors (unitholders).
Style & Method of Sales: Facilitative or Consultative Sales (very “light” on actual selling) … emphasis is on researching leads before contacting them, starting a conversation using interviewing skills (asking the right questions), briefly pitching and using a “trial close” (ask if they would be interested in knowing more), which tends to surface more questions and sometimes objections, enabling you to offer very streamlined information in response. These methods are underpinned by non-technical skills like Written Communication, Verbal/Presentation Skills, Microsoft Office Suite, Interpersonal (social) Skills, Teamwork / Collaboration, a desire and capacity to learn.
Detailed Qualifications: Prefer someone with at least a basic understanding of project finance, working with High Net Worth Individuals (HWNI) or companies, private wealth / investment banking, CRM (see FAQs, below), or similar tools, plus a background in business, project finance, and/or venture capital experience. The capacity to learn IGF’s rules and regulations — covered by the Sales Agent MasterClass (SAM) for working with a US SEC Regulation D, Rule 506c is more important than ready-made expertise.
Successful CSAs are …
- Masterful at sales without being “salesy”. We’re offering participation in a quite lucrative set of practices, not selling cars.
- Familiar with the target audience, mainly High Net Worth individuals and companies
- Able to reach IGF’s initial target audience – owners of distressed, underperforming or illiquid assets
- Channels are either direct, or through collaboration with the HNW person or company’s professionals (attorneys, CPAs and financial advisors)
- Direct: must be able to skillfully research, contact (whether cold call or online), qualify, and introduce.
- Indirect channel contacts may not be introduced directly to IGF (listed as a lead in our CRM) but may serve CSAs to gain a warmer introduction to asset owners.
- Fast learners — pick up the tools, best practices, and rules/regulations for pitching IGF’s syndicated offering, or at least knows when in unfamiliar territory to ask for support.
- Articulate the guarantee’s “catalytic” purpose, guarantor’s role, and securitized position
- Know where to find the IGF Private Placement Memorandum (“offering memo”), showcased deal flow (see sample video at sponsor page), registration form, and optional intake questionnaire to help tailor offerings.
Minimum 6-month commitment expected, either part time or full time, after 30-60 day trial period.
Consistent with the nature of global project finance these days, your physical location does not matter, so long as you have Internet access.
To apply for this position, submit your resume or CV, tel. # and email address to Daniel Robin, managing partner, using this link
Frequently Asked Questions
- Why aren’t there any set work hours? If you benefit from structure, assuming that work hours are from 9am – 6pm each weekday, but in practice, with our global reach, there is no need to fit within such conventions. As our newest team member, you would have 30-60 days to learn the ropes, and the invested time per week or month to gain that experience is up to you. We will provide extensive on-the-job examples, but the right candidate would bring an entrepreneurial “edge” where the focus is on results, not hours. If you’re likely to add value quickly, this will be exciting and rewarding.
Further, this position is designed for an independent contractor or consultant that is legally entitled to set their own hours. Capabilities demonstrated during the trial period determine the longer-term activities, steady-stage compensation, and work hours going forward. - Why does In3 use Zoho Bigin CRM? We’ve customized the pipeline pertaining to IGF guarantor leads, and it offers the most flexibility and visibility of any CRM we tested. Your CSA position includes a seat on this platform and can be configured to support your work style and
- What’s this job really about? No, really.
Although your interest in this position could be more about earning income, our focus is on delivering social and environmental benefit alongside profit. You bring both people skills (emotional intelligence), including precise verbal and written communication skills, as well as analytical abilities, abstract reasoning and business judgement, a good working knowledge of business and finance, and together we bring a passion for solving sustainability issues in the US and globally. We can finance almost anything, anywhere, above $25M, but we give preference (and tend to attract) “impact” and “sustainable” infrastructure projects, and have done so since inception in 1996. - What sort of compensation is possible? The right candidates will likely become certified following the MasterClass and stand to earn up to 1% of the pledged guarantee’s face value. Drawing a salary decreases this offer, but if you do the numbers, you will discover that annual cash earnings would easily exceed six figures, with a vesting schedule to be established.
- When does it start? On or before 17 March 2025 or as mutually arranged.
In3 Group is an equal opportunity employer.