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Senior investment advisor

Sydney
beBeeInvestment
Investment Analyst
Posted: 25 August
Offer description

About Property Strategist Role

Are you a driven individual with a passion for helping others achieve financial success through property investment? We are seeking a skilled Property Strategist to join our sales team and provide tailored solutions to our clients.

This is a high-performing role that requires a strong understanding of financial principles, excellent communication skills, and the ability to work independently. You will be responsible for conducting consultations with qualified clients, building and presenting property portfolio strategies, and partnering with in-house finance teams to align financial plans.

To succeed in this role, you will need to have a proven track record of success in sales, consulting, or performance roles, as well as strong emotional intelligence and rapport-building skills. You must also be comfortable working remotely and be available to meet with clients during evenings and weekends.


Key Responsibilities:

* Conduct Zoom and phone consultations with qualified clients
* Build and present tailored property portfolio strategies using proven frameworks
* Partner with in-house finance teams to align financial plans
* Present curated investment property options matching clients' goals
* Guide clients through a defined investment journey
* Maintain follow-ups in our CRM with discipline and accuracy


Requirements:

* Proven track record of success in sales, consulting, or performance roles
* Strong understanding of financial principles and ability to simplify complex ideas
* Excellent emotional intelligence and rapport-building skills
* Comfortable working remotely and available to meet with clients during evenings and weekends


What You'll Earn:

Commission-only role with uncapped earning potential. You will be rewarded for your performance and dedication to delivering exceptional results.


How to Apply:

Submit your resume and a brief cover letter outlining your experience in sales, consulting, or property investment. We will contact shortlisted candidates directly.

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