Job Description: IGF Sales Agent

Apply by sending your resume and cover letter to jobs@in3capital.net

Job Title: IGF Sales Agent or Associate

Compensation:  Salary depends on experience (DOE); mainly commission-based

Hours:  Up to you, pending contractual arrangements

Job Description:  Senior-level position responsible for facilitating IGF guarantor recruitment from your own network, following a Sales Agent MasterClass (SAM), responsibilities include …

1. Understand the rules and regulations for this syndicated offering under US SEC 506c Private Placement guildeines.
2. Research and contact leads, primarily owners of assets that are underperforming, distressed or illiquid
3. Quality and screen candidate unitholders (members of an LLC-based fund) that either commit or pledge assets bespoke to fully vetted and “curated” clients.  Project owners seek funding from In3CAP Completion Assurance Program™, a source of advantageous US family office’s mid-market project funding.
4. Use extensive tools and a solutions-oriented approach to onboard guarantors of $20 million or more bespoke, or $5 million minimum into the IGF pledge pool.
5. More about IGF’s goal and focus areas available upon request.

In practice, leads would be added to the CRM solution for next steps. This could mean requesting a meeting or answering questions in cooperation with IGF management.  The position entails skillfully asking the prospective IGF client to bring forward evidence of qualification as accredited by SEC standards (must take reasonable steps to affirm this), using tools, templates, and standards based on published requirements, to enable qualifying asset owners worldwide beneficial participation in the Fund.

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 to qualified Opportunities on behalf of IGF LLC, an initiative of In3 Capital Group, an international Impact Investing and Advisory Firm based in California.

This position reports to and works in close cooperation with In3’s personnel, namely David Karnes, director of the CSA recruitment, and Daniel Robin, In3’s managing partner and Board Chair of IGF, delivering client relations, project development and more detailed business case analysis.  This position requires the capacity to work with headlines and basics but to then dive into specific details as presented by the incoming project’s profile.  Client relations skills helpful, but not essential.  Basic IT (or fast learning), analytical abilities, business judgement and information management skills a must.

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 Millennium Development Goals (MDGs) and 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 services and, with the help of more than a dozen 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 have become focused on CGP as the advantages of this program have been proven to be compelling to those who qualify, offering a streamlined approach to mid-market renewables and infrastructure project finance.

Your mission, should you choose to accept it: get on top of our dealflow and master the core fundamentals to demonstrate solid business judgement, analytical and prioritization skills to maximize stakeholder benefits.  Zoho CRM is set up with a scoring system to automate where we focus our attention, and our Affiliates are in the midst of gaining the necessary skills to partner with us to share the workload involved in screening and vetting.

Fundamental Skills:  Project Finance, Vetting (pre-due diligence), Objection Handling (Sales), Written Communication, Verbal/Presentation Skills, Microsoft Office, Program Management, Investment Banking, CRM / Interpersonal (social) Skills, Teamwork / Collaboration, Learning.

Qualifications:  Prefer someone with at least a basic understanding of 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 for working with a US SEC Regulation D, Rule 506c is more important than ready-made expertise.

Successful CSAs are …

1. 1. Masterful at sales
   2. Familiar with the target audience, mainly High Net Worth individuals and companies
   3. Able to reach IGF’s initial target audience – owners of distressed, underperforming or illiquid assets
   4. Channels are either direct or through professionals (attorneys, CPAs and financial advisors)
      1. Direct:  must be able to skillfully research, contact (whether cold call or online), qualify, and introduce.  See job description
      2. Indirect channel contacts may not be introduced directly to IGF but may serve to gain a warmer introduction to asset owners
   5. 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.
   6. Articulate the guarantee’s “catalytic” purpose, guarantor’s role, and securitized position
   7. Know where to find the IGF Private Placement Memorandum (“offering memo”), showcased deal flow (deck), landing page, registration form, and optional questionnaire

Minimum 6-12 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 (and the COVID19 pandemic), 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

1. Why 6-12 months?  What is there to learn?  Qualifying projects seeking capital through our Family Office partners is a bit of an artform, and although our systems help turn it into more of a science, our approach to fundraising still requires shrewd business judgement.  The more, diverse project finance experience, the better. Here we are using a non-traditional and innovative approach to financing projects in the middle market ($25M into the USD billions range), but we offer also sharp advantages by asking the project developer to bring a guarantee during construction (article).  Even those who know project finance quite well will have a significant learning curve.
2. Why aren’t there any set work hours?  Because, to start, 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 sets their own hours.  Capabilities demonstrated during the trial period determine the longer-term activities, stready-stage compensation, and work hours going forward.
3. Why does In3 use Zoho CRM?  We’ve customized this cloud-based software to track incoming leads, deals, and our affiliate network, automating and organizing the numerous inquiries we receive to better focus and serve the ones that are qualified and ready to take next steps.  We use CRM (“Customer Relationship Management”) software, as do many larger firms — most popular CRM is probably SalesForce.com —  because we enjoy incredibly diverse dealflow and so we needed a system to sort through, score and prioritize opportunities.  We also use a customized 9-question readiness assessment called RAIN — Readiness And Investment Navigator.  Together, Zoho and RAIN help us quickly pre-qualify leads while also providing educational opportunities for developers worldwide.
   Our client intake form offers a sneak peek at Zoho’s power and capabilities.
4. What’s this job really about?  No, really. 
   Understanding the nuts & bolts of In3’s innovative funding program (more on CGP).  This position offers an intensive, lucrative, long-term career building opportunity.  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 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 infrastructure projects.
5. What sort of compensation is possible?  The right candidate will likely reach Junior Partner status within 1-2 years, at which time, annual cash earnings would easily exceed six figures, with a vesting schedule to be established.
6. When does it start?  31 August 2020 or as mutually arranged.

In3 Group is an equal opportunity employer.