Investment Sales Consultant

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

At Spartan Invest, our property portfolio is bursting at the seams and the firm is ready to hire another strong Investment Consultant to join the team. This producer will be empowered to drive sales through proactive business development activities. Lead generation and prospecting are critical components to the success of this role and future growth of the company. Reporting to the Director of Sales, this Consultant will most often be out of the office surfacing referrals and meeting with various investors including individuals, groups, and 1031 exchanges. These activities will be supplemented with ongoing sales leads generated by the marketing department and inbound inquires. In addition to working directly with clients, the Consultant will collaborate closely with internal departments to ensure client needs are met throughout the lifecycle of the investment. This cross-functional collaboration is essential to delivering a seamless experience that encourages repeat business and long-term client relationships. We are seeking a sales development professional with strong empathy and exceptional presentation skills. This individual is goal-oriented, resilient in the face of rejection, and understands that building lasting client relationships requires persistence and professionalism.

Key Responsibilities

• Identify, qualify, and close new clients
• Identify strategic associations for networking purposes, join key industry associations, and maintain healthy relationships to further the companys reach within appropriate vertical markets
• Guide prospective investor clients through the entire sales processfrom initial outreach to closing
• Respond promptly to inbound leads and conduct follow-up outreach to nurture prospects
• Educate clients on Spartan Invest's turn-key real estate model and available investment opportunities
• Maintain accurate client records and update interactions in CRM system
• Collaborate with the internal sales team to achieve individual and team sales goals
• Stay informed on inventory, sales processes, and support resources to ensure clients receive accurate and timely information
• Relay client feedback and market trends to sales leadership
• Assist with ongoing communication and support throughout the clients investment lifecycle
• Cultivate strong, long-term relationships with clients and partners
• Engage in ongoing training and development to enhance product and industry knowledge and sales skills

Ideal Candidate Profile

• 3+ years experience selling large ticket products or services in a KPI-driven role
• Proven track record of meeting or exceeding sales goals, with demonstrated success navigating market fluctuations
• Skilled in prospecting, building client relationships, identifying clients investment needs, overcoming objections, and closing deals
• Real estate or investment services experience is a plus, but not required
• Prefer experience with sales turn time of four to six months
• Self-motivated, goal-oriented, and able to work independently
• Excellent communication, relationship-building, and interpersonal skills
• Strong organizational skills, detail-orientation, and time management abilities
• Proficient in CRM systems (e.g., Salesforce), Google Workspace, and Microsoft Office
• Comfortable working in a fast-paced, goal-oriented environment
• Bachelors degree preferred; relevant experience considered.

Spartan Invest is prepared to offer an impressive compensation plan (base salary + commission) and benefits package to a highly-qualified candidate. This is a field-based role that can accommodate candidates anywhere in the Southeast with a preference for those within driving distance of Birmingham.

Flexible work from home options available.