21 Oct
|
R.E Talent
|
Sydney
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 OR at least front-end experience closing the clients to sign up. 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.
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
• Flexible working for right person The Person
• A proven track record of success in a high-performance sales workplace
• 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 professional 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 Holly Jannaway Director 0423 725 484
📌 Investment Sales Consultant (Sydney)
🏢 R.E Talent
📍 Sydney