Partnership Executive - Investment Sales
Job Summary
Experienced sales professionals will find a full-time remote opportunity as a Partnership Executive - Investment Sales, responsible for prospecting, presenting, and closing new partner relationships with high-performing real estate agents while also transitioning into an advisory role as their portfolio grows.
Key responsibilities
- Prospect and close new partner relationships through structured Zoom conversations
- Transition into a board-level advisor role, driving strategy sessions and accountability for partner growth
- Manage a pipeline of clients with disciplined follow-up and outbound calling efforts
Required qualifications
- 4-5 years of experience in financial services, B2B, insurance, or real estate sales
- Proven ability to engage and build trust with six-figure business owners
- Entrepreneurial mindset with a passion for business development and client success
- Highly disciplined and self-directed work ethic
- Professional appearance and effective communication skills
Complete Job Description
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