Senior Property Investment Advisor - Own the Client Journey

R.E Talent; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Senior role with ownership

High-quality pipeline of investors

Manage complete sales/advisory process

Collaboration with cross-functional: 5

Wealth-building focus

Flexible working for right person

Job summary

R.E Talent is seeking a Senior Property Investment Advisor to guide prospective investors from discovery to commitment, managing a high-quality pipeline and presenting tailored investment opportunities. You will own the client journey, address questions, and collaborate with property, finance, research, and operations teams to deliver a seamless experience.

The role offers autonomy, a high-quality pipeline of investors, and the opportunity to be based in Sydney or Melbourne with flexible working

Qualifications

• 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.
• 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.

Responsibilities

• 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.

Skills

Sales experience

CRM

Negotiation

Relationship-building

Communication

Tools

CRM system

Job description

R.E Talent is seeking a Senior Property Investment Advisor to guide prospective investors from discovery to commitment, managing a high-quality pipeline and presenting tailored investment opportunities. You will own the client journey, address questions, and collaborate with property, finance, research, and operations teams to deliver a seamless experience.

The role offers autonomy, a high-quality pipeline of investors, and the opportunity to be based in Sydney or Melbourne with flexible working