Investment Advisor
Must-have:FinTech
Your tasks
- Generate leads and identify prospective real estate investors through networking, referrals, digital platforms, and direct prospecting.
- Understand clients’ investment objectives, preferences, and risk considerations.
- Present suitable real estate investment opportunities, payment plans, and investment terms.
- Conduct investment consultations, presentations, and follow-ups to convert prospects into clients.
- Build and maintain a strong pipeline of qualified leads.
- Achieve assigned monthly and quarterly sales targets.
- Develop long-term relationships with clients to encourage repeat investments and referrals.
- Maintain accurate records of leads, client interactions, and sales activities.
- Keep abreast of market trends and the company’s property portfolio.
Requirements
- A minimum of 3 years of experience
- A minimum of a degree in a related field