Part-Time Investor Outreach Pro — Real Estate Partnerships

Lone Tree Companies; Spanish Fork (UT); On-site; USD 33,000 - 36,000; Part time

Job summary

Lone Tree Capital Partners, a Utah-based real estate investment and development firm, seeks an Investor Outreach Associate to join the Spanish Fork team. This part-time role focuses on outbound calls and emails to family offices, wealth managers, and professional practices, aiming to schedule introductory meetings for leadership.

You will not pitch or sell investments; instead you’ll open doors, start conversations, and connect the right contacts with our team.

Qualifications

• Previous experience in outbound sales, inside sales, appointment setting, or lead generation.
• Comfortable making calls, starting conversations, and following up with prospective contacts.
• Confident and professional communication skills.
• Organized, dependable, and able to stay motivated.
• Interest in real estate, investing, or finance is a plus, but not required.
• Available to work in person in our Spanish Fork office during weekday business hours.

Responsibilities

• Research and build lists of potential contacts, including family offices, wealth managers, and professional practices.
• Make outbound calls and send follow-up emails to introduce Lone Tree.
• Schedule and confirm introductory meetings and presentations for our leadership team.
• Help grow our investor newsletter and first-look contact list.
• Keep contact information and outreach activity organized in our CRM.
• Track weekly activity, including calls, conversations, and meetings scheduled.

Skills

Outbound sales

Inside sales

Appointment setting

Lead generation

Communication

Job description

Lone Tree Capital Partners, a Utah-based real estate investment and development firm, seeks an Investor Outreach Associate to join the Spanish Fork team. This part-time role focuses on outbound calls and emails to family offices, wealth managers, and professional practices, aiming to schedule introductory meetings for leadership.

You will not pitch or sell investments; instead you’ll open doors, start conversations, and connect the right contacts with our team.