Join a small and inspired team of investment strategy experts who are passionate in their mission to provide their clients with financial freedom through property. You will work closely with the team to manage and onboard new clients. Your role is to qualify new clients for financial suitability for investment, whilst taking them through a stellar consultative sales process, identifying their true needs and circumstances, then onboarding those who are a match for the service.
Enquiries are lodged by clients and engaged by an appointment setter who sets meetings for you with new clients, with sufficient...