RARE OPPORTUNITY WITH ALL THE CHANGES TO THE WEALTH CREATION INDUSTRY – THIS BUSINESS IS GROWING AND EXPANDING DUE TO INTELLIGENT / STRATEGIC CLIENTS / PARTNERSHIPS. The industry has been decimated by the CGT laws; get on the front foot with a company which still has a strong flow of leads ready to go….

This role is for an experienced investment sales consultant who can manage a process from enquiry and discovery calls to presentations and deal closing!

The Company A growing property investment business helping Australians create long-term wealth through strategic property investment.

Combining market data, property expertise and a genuinely client-focused approach, the business delivers tailored investment solutions aligned with each client's financial position, investment objectives and lifestyle goals.

The Role

As a Senior Property Investment Advisor, you'll work closely with prospective investors to understand what they're looking to achieve and guide them towards the right property investment strategy.

This is a commercially focused advisory and sales role where you'll have ownership of your client relationships and pipeline. You'll manage the process from initial consultation through to strategy, presentation, commitment and execution.

You'll be trusted to work autonomously, build strong client relationships and consistently deliver against revenue and conversion targets.

Key responsibilities include:

- Managing and converting a high-quality pipeline of property investment clients
- Running discovery conversations to understand financial goals, investment objectives and individual circumstances
- Presenting suitable investment opportunities and clearly communicating the strategy behind them
- Guiding clients through the investment journey while confidently addressing questions and objections




- Owning the client relationship from initial enquiry through to commitment and execution
- Developing strong ongoing relationships and identifying opportunities to create further value for clients
- Partnering with property, finance, research and operations teams to deliver a seamless client experience
- Consistently achieving individual sales, revenue and conversion targets
- Maintaining accurate CRM records and proactively managing pipeline activity

The Perks

- Senior role with significant autonomy and ownership
- High-quality pipeline of prospective property investors
- Opportunity to manage the complete sales and advisory process
- Work alongside experienced property, finance, research and operations professionals
- Join a business focused on helping clients build sustainable long-term wealth
- Opportunity to be based in either Sydney or Melbourne

The Person

- A proven track record of success in a high-performance sales environment
- Experience across property investment, financial services, wealth management, lending, real estate or a similar consultative sales environment
- Strong commercial and financial acumen
- Excellent communication, negotiation and relationship-building skills
- Confidence managing clients through a considered, high-value sales process
- Experience managing a sales pipeline and working within a CRM
- A proactive, solutions-focused approach and a genuine can-do attitude
- The ability to work independently while collaborating effectively with a broader team

If you're an experienced investment or consultative sales skilled looking for greater ownership of the client journey, this is an opportunity to step into a senior role where you can directly influence client outcomes and business growth.

FURTHER DETAILS

R.E TALENT

Emily Noon

Recruitment Consultant

[email protected]

(phone hidden)

Holly Jannaway

Director

0423 725 484

📌 Investment Sales Consultant (Sydney)
🏢 R.E Talent
📍 Sydney