Advisor Consultant
Own top-of-funnel outreach to RIAs, executing 40-60 daily touches to qualify prospects and book meetings for Flock's 721 exchange product. Requires 1-4 years high-activity financial services sales experience.
About the job
What You'll Do
- Execute systematic outreach: Run 40–60 touches per day (calls, emails, LinkedIn) against a targeted list of RIAs, maintaining a track record of activity discipline and rigor.
- Deliver a credible first conversation: Explain what Flock's product is, which clients it fits, and why advisors are adding it to their toolkit—without a script and with the authenticity that comes from understanding tax-deferred real estate strategies.
- Qualify and book: Identify which advisors are genuine prospects, disqualify fast, and lock in qualified meetings with our Partnerships team.
- Own meeting logistics: Confirmations, reminders, reschedules, pre-meeting briefing notes—every meeting occurs because you made it happen.
- Maintain pipeline integrity: Keep your Salesforce hygiene tight so the team has a real-time picture of what's working and what isn't.
- Feed field intelligence back to the team: Surface objections you're hearing, competitive products advisors mention, gaps in your collateral.
About You
- 1–4 years of high-activity financial services sales, with direct experience calling financial advisors. You've succeeded as an internal wholesaler, internal sales consultant, regional internal consultant, or equivalent.
- Grit and activity discipline: You're comfortable with—and energized by—high-volume outbound and the adversity that comes with it.
- Advisor EQ: You're credible on the phone with sophisticated counterparties. You listen more than you pitch.
- Organized and process-driven: You run your book like a system, not a scramble. Salesforce hygiene, follow-up discipline, and pipeline discipline are table stakes.
- CRM Fluency: You’ve leveraged a CRM like Salesforce, Hubspot, or similar as more than a contact book.
- Bonus: Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private placement, or alts platform). Specific RIA-channel experience. Ability to explain tax-advantaged real estate structures conversationally.
Skills
Salesforce, HubSpot, CRM, Outbound Sales, Financial Advisor Outreach, Pipeline Management, LinkedIn Sales Navigator
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