Investment Sales Executive

Job Purpose

To drive investor acquisition and revenue growth for True Group by positioning and selling residential income-generating properties as structured investment products. The Investment Sales Executive serves as the primary point of contact for prospective investors translating True Groups managed-yield model into clear compelling investment cases that align with each clients financial goals. The role is central to expanding True Groups investor base across first-time buyers capital redirectors and diaspora clients converting qualified leads into long-term investment relationships built on transparency consistent returns and trust.

Key Responsibilities

Investor Acquisition & Pipeline Management

• Identify prospect and qualify potential investors through referrals digital leads networking events diaspora outreach and corporate channels.
• Build and manage a structured sales pipeline tracking prospects from first contact through to close.
• Meet and exceed monthly and quarterly sales targets across True Group product lines.

Investment Advisory & Consultation

• Conduct detailed investor consultations in person virtually or via diaspora-friendly channels to understand financial goals and match clients to the right product.
• Present and articulate the investment case for each project with regard to rental yields capital appreciation payment plan structures title security and management model.

Client Relationship Management

• Own the full client journey from lead to close maintaining consistent communication and building long-term investor trust.
• Support clients through the transaction process documentation payment plan onboarding legal milestones in coordination with the operations and legal teams.
• Nurture existing investors for repeat purchases and portfolio expansion leveraging the True Group investment ladder model.

Market Intelligence & Reporting

• Stay current on Nairobi real estate market trends competing investment products and investor sentiment particularly in the affordable and mid-market segments.
• Provide regular pipeline reports and sales forecasts to the Sales and Marketing Manager.
• Gather and relay investor feedback to inform product positioning and future development planning.

Brand & Outreach

• Represent True Group at investment forums property expos corporate events and diaspora community engagements.
• Collaborate with the marketing team to support campaign execution referral programmes and digital lead generation.

Qualifications :

Qualifications and Experience Requirements

• Bachelors degree in Finance Economics Business Administration or a related field.
• At least 3 years of experience in investment sales financial advisory bancassurance wealth management.
• Demonstrated track record of meeting or exceeding sales targets in a consultative relationship-driven sales environment.
• Strong understanding of investment fundamentals such as yield ROI capital growth risk-return trade-offs.
• Excellent presentation negotiation and closing skills.
• Proficiency in CRM tool and pipeline management. 
• Prior experience selling investment products off-plan developments or income-generating assets.
• Existing network among diaspora communities SACCOs investment clubs Self-Help Groups Chamas or high-net-worth individuals.
• Exposure to payment plan structuring or instalment-based sales models.

Key Competencies

• Investment Acumen Ability to speak credibly about financial returns risk and asset performance.
• Consultative Selling Listens first advises and builds investor confidence through insight.
• Relationship Management Ability to build trust with diverse investor profiles across income levels and geographies.
• Resilience & Drive Self-motivated target-oriented and consistent even under pressure.
• Communication Clear confident communicator both virtually and during face to face interaction. 
• Integrity Transparent and ethical in all investor interactions with resolve to protect the True Group brand.

Additional Information :

Application Deadline:
This position will remain open for applications until 23d May 2026. Only shortlisted candidates will be contacted.

Remote Work :

No

Employment Type :

Full-time