Investment Sales Advisor

Job Summary

Seeking a dynamic Partnership Executive/Investment Sales Advisor, this full-time remote position focuses on prospecting, pitching, and closing new partner relationships while providing strategic advisory services to high-performing entrepreneurs in the real estate sector.

Key responsibilities:

• Prospect and develop new partner relationships through structured sales conversations and outreach
• Guide partners in evaluating investment models and drive portfolio management as business grows
• Lead strategy meetings and influence high-income entrepreneurs to take beneficial business actions

Required qualifications:

• 4-5 years of experience in sales, preferably in financial services, B2B, insurance, or real estate
• Proven ability to engage and earn the trust of six-figure business owners
• Entrepreneurial mindset with a strong desire to build and grow a business
• Self-directed and disciplined, capable of working autonomously
• Professional appearance and demeanor, with strong presentation skills