Description
About the Role
We're hiring an Advisor Consultant to build Flock's advisor channel. As an Advisor Consultant, you will own top-of-funnel outreach to Registered Investment Advisors whose clients own appreciated rental real estate.
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.
- 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.
- Organized and process-driven: You run your book like a system, not a scramble.
- CRM Fluency: You’ve leveraged a CRM like Salesforce, Hubspot, or similar as more than a contact book.
Benefits
- Compensation: $110-140k OTE, plus equity and benefits (medical/dental/vision insurance, 401k, and unlimited PTO).
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://job-boards.greenhouse.io/flockhomes/jobs/4708324005