Investment Sales Consultant

ABOUT US

We are not your typical investment firm. We're a dynamic, forward-thinking powerhouse that thrives on the thrill of unlocking financial potential through real estate. Our passion for the industry is the heartbeat of our success, and it's what sets us apart.

With a relentless drive for excellence, we specialize in seizing opportunities in both established and emerging U.S. markets. Our primary mission? To help investors build their wealth by harnessing the power of stable, income-producing single family and multifamily investments.

We redefine the investment game by chasing high-yield, passive cash flow and chart the course to long-term capital appreciation through strategic acquisitions and ongoing guidance.

Having created over $26 million in passive income for our clients, our 25 years of collective real estate experience have honed our instincts for thriving in premier locations. We've built a name synonymous with ethics, passion, attention to detail, responsibility, and, above all, trust rooted in honesty and integrity.

JOB SUMMARY

As an Investment Property Consultant, you will play a pivotal role in helping our clients achieve their wealth-building goals through real estate investment. You will be responsible for guiding clients through the entire investment process, from creating Wealth Plans to assisting with property selection, following up during the escrow process, and maintaining post-closing relationships.

• After 30 days: You're deep in training, learning our processes and making your first sales
• After 60 days: You're taking 8-12 appointments with potential clients per week, and those first commission checks are rolling in!
• 90 days and beyond: You're crushing it for your clients and getting referrals, selling 10+ units per month

WHAT WE OFFER

• Fully remote role with high degree of flexibility
• Hands-on training with an approachable and knowledgeable team
• We value continuing education and assist with getting your real estate license

• In-house appointment setters and transaction coordinators mean there are warm leads, and no complicated paperwork on your end!
• Collegial & friendly environment
• Sharing ideas/tricks/tips on property management and real estate investing you can invest alongside us!

• Goal & process-oriented team
• We incentivize our top performers with trips and other perks
• Competitive base for the first 90 days, and then an uncapped, tiered commission leading to a six-figure OTE

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Meet with Vetted Leads:

• Conduct video conference meetings via Zoom with vetted leads who have set appointments.
• Collaborate with clients to create personalized Wealth Plans and present suitable investment properties.
• Aim to close property sales during the initial client meeting.
• Track leads using our custom software/CRM (Marketplace) and take ownership of leads throughout the process.
• Connect clients with relevant team members, including lenders and 1031 professionals, to facilitate the investment process.

1. Property Presentation:

• Collect client details, including available funds and fund types (e.g., retirement accounts, cash).
• Become familiar with available properties to assist clients in property selection.
• Continuously track leads through our Marketplace CRM.

1. Escrow Process Follow-Up:

• Enter property orders into Marketplace once clients choose their desired properties.
• Serve as the main point of contact for clients throughout the purchase process, addressing their questions and concerns.
• Follow up as needed and facilitate the signing of purchase contracts using DocuSign.
• Send welcome emails to initiate the escrow process and ensure a smooth transition.
• Prior to closing, proactively reach out to clients to address any remaining questions and document interactions in Marketplace.

1. Post-Closing Relationship Management:

• Maintain ongoing communication with clients after the closing to assist with additional property purchases.
• Solicit referrals and gather feedback on property performance.
• Continuously engage with clients to identify opportunities for future investments.
• Conduct annual reviews with clients, provide appropriate training as needed, and track leads in Marketplace.

QUALIFICATIONS

• 4+ years of sales experience, particularly in high-ticket, consultative selling.
• Ability to empathize with and understand clients' financial goals.
• Understanding of real estate market and trends
• Familiarity with CRM systems (our proprietary software is similar to Salesforce)
• Strong drive to excel in a commission-based role.
• Empathetic and not easily intimidated.

• Evidence of the practice of a high level of confidentiality with the ability to demonstrate ethical and professional conduct
• Extremely organized and computer literate

Skills :