
Advisor
24 hours ago
We are seeking a driven and client-focused advisor to join our property investment team. This role is specifically designed for professionals with proven success in selling investment property solutions to clients who are looking to grow their wealth through real estate.
The ideal candidate will guide qualified clients through every stage of the property investment journey, from the first consultation to education, strategy presentation, onboarding, and final handover. The advisor will collaborate closely with our marketing, property, and backend teams to ensure that each client receives a tailored and seamless experience that supports their long-term goals.
Key Responsibilities:
- Conduct structured introductory consultations with warm leads to understand client goals, financial position, and readiness to invest
- Presents tailored property investment opportunities and wealth-building strategies using relevant market data
- Educates clients about the benefits and risks of property investment and guides them through the decision-making process
- Coordinates with internal teams to deliver timely and accurate property recommendations and information
- Maintains consistent follow-ups to progress clients through each stage of the investment journey while delivering excellent service
- Manages onboarding processes, documentation, and client handover to the operations team once deals are finalized
- Builts trust-based relationships that encourage client referrals and repeat business
- Stays current on market trends, investment strategies, and competitor offerings to deliver high-value advice
Required Skills and Qualifications:
- Proven experience in investment property sales, real estate investment, or property advisory roles with a direct-to-client focus
- Strong consultative selling skills with the ability to educate and close high-value deals
- Excellent interpersonal and communication skills to quickly build rapport and establish trust
- Results-driven with a consistent record of achieving or exceeding sales targets
- Strong time management and organizational skills to manage multiple client pipelines
- Comfortable using CRM systems, virtual meeting tools, and other digital platforms
- Familiarity with key property investment principles, including capital growth, rental yield, tax benefits, and property market cycles
- Familiarity with the Australian property market or other high-growth investment regions
About this Role:
- Seniority level: Entry-level
- Employment type: Full-time
- Job function: Sales
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