Investment Sales Partnership Executive

Job Summary

To support a growing investment sales team, the full-time remote Investment Sales Partnership Executive will prospect, present, and close new partner relationships with high-earning real estate professionals while transitioning into an advisory role to manage a portfolio of clients.

Key responsibilities

• Prospect and close new partner relationships through structured Zoom conversations
• Transition into a board-level advisor role, running strategy sessions and ensuring portfolio growth
• Drive accountability and influence decision-making for high-performing entrepreneurs

Required qualifications

• 4-5 years of experience in financial services, B2B, insurance, real estate, or similar high-stakes sales
• Proven ability to engage with six-figure business owners and earn their trust
• Entrepreneurial mindset with a desire to build and grow
• Highly disciplined and self-directed with a strong focus on business development
• Professional appearance and demeanor, with the ability to work autonomously