Job Description
Job Description
Investment Sales Associate
Summary
We’re seeking a motivated and entrepreneurial Investment Sales Representative to help expand and deepen our service offerings across our owner and investor network. This is a W-2 sales role that sits at the intersection of real estate investment, client relationship management, and cross-selling strategy.
This role focuses on three main areas:
- Listing & Selling: Helping current property management clients list and sell their investment properties through us.
- Investment Advisory: Guiding both new and existing clients in acquiring residential rental properties with attractive yields.
- Cross-Sell Ecosystem Building: Building a referral network with agents, lenders, and service providers to drive cross-sell opportunities across our portfolio.
The ideal candidate is a licensed real estate professional who is proactive, data-driven, and skilled at building trust-based relationships with investors and property owners.
Essential Duties And Responsibilities
This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
1. Convert Managed Clients into Listing Opportunities
Monitor the property portfolio for potential sellers and proactively reach out to discuss listing options.
Position our company as the go-to listing broker when clients decide to divest assets.
Prepare and present market analyses, listing strategies, and competitive valuations.
2. Source and Sell Investment Properties
Help clients identify, analyze, and purchase income-producing residential properties.
Advise on market trends, cap rates, and yield analysis to match clients with the right investments.
Work closely with internal teams (property management, leasing, maintenance) to provide real-time performance data.
3. Build a Cross-Sell & Referral Network
Cultivate relationships with external agents, lenders, wholesalers, and investor groups.
Leverage partnerships to generate leads and refer business across service lines (management, sales, leasing).
Represent the company at networking events, investor meetups, and real estate conferences.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Active real estate license in [Insert State or Region]
- 3+ years of experience in real estate sales or investment advisory, preferably in residential or SFR
- Demonstrated ability to close both listing and buyer-side transactions
- Strong knowledge of real estate investment metrics (e.g., cap rate, NOI, cash-on-cash return)
- Highly self-motivated with a proactive, entrepreneurial mindset
- Excellent interpersonal and communication skills
- Proficiency in CRM tools (e.g., Salesforce, HubSpot) and MLS platforms
Education and/or Experience
- Experience working with real estate investors or within a property management firm
- Existing investor network or book of business
- Background in analyzing rental performance and underwriting properties
- Experience selling services to residential or commercial property owners.
- Familiarity with leasing, tenant relations, or property compliance.
- Real estate license is required.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear and sit at a desk working on a computer for multiple hours a day. The employee frequently is required to stand for multiple hours a day, climb flights of stairs and drive a vehicle when out in the field. The employee is occasionally required to walk; use hands to handle, or touch objects, tools, or controls when out in the field. Specific vision abilities required by this job include close vision.
Work Environment
Remote Status: N/A
Travel Requirements: Limited
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job in the field, the employee is occasionally exposed to fumes, airborne particles and may be out working in inclement weather. The noise level in the office work environment is usually quiet but can be moderate to loud in the field. Safety Requirements: Law enforcement may be required for specific field visits.
Salary Structure: $50,000 base salary with bonus. Typical first year earnings: $130,000.