Portfolio Advisor

Vaco
$50,000.00 - $60,000.00 / yr
United States, Tennessee, Germantown
Nov 06, 2024
We are looking for talented and self-starting in-office sales professionals to join our client's team of Portfolio Advisors in the Greater Memphis Area. The Portfolio Advisor is responsible for engaging prospective clients in purchasing turnkey real estate investment properties. This role involves guiding clients and potential clients through the real estate investment process, from initial consultation to purchase. A successful candidate will have recent, demonstrable sales success and/or phone sales experience. They will possess strong sales skills, phone skills, knowledge of question-based selling, the ability to navigate the ever-changing market landscape, and the ability to build trust and lasting relationships with investors. High people skills are a must, along with a quick ability to learn and adapt. Key Responsibilities: Client Acquisition & Relationship Management Connect with potential clients interested in turnkey investment properties provided by the company. Develop and maintain long-term client relationships provided by the company to foster repeat business and referrals. Conduct in-person, phone, or video consultations to understand clients' financial goals, risk tolerance, and investment preferences. Work with clients to develop and implement profitable real estate investment strategies that align with the company's product offerings. Client Education & Support Sell clients on the benefits afforded by building a portfolio with our company. Guide clients, ensuring they are well-informed and confident in their investment decisions. Connect with all clients and potential clients monthly or quarterly, depending on the next steps. Use real estate social site BiggerPockets.com daily to promote and build brand and status as an industry expert. Company collaboration and support Diligently learn company history and culture. Work with the closing team, renovation team, and customer service team using technology resources and inter-personal communication to build trust and accountability. Continually seek resources and opportunities to improve sales and service abilities. Qualifications: Proven track record in sales. Excellent communication, negotiation, and interpersonal skills. Self-motivated with a strong work ethic and the ability to work independently and handle multiple clients and transactions simultaneously. Financial analysis and investment modeling skills A real estate license is required either at time of hire or within 90 days. Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com . Vaco also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.