Advisor Consultant
Flock HomesReal Estate company
New York, United States$110K - $140K OTEMid
Andreessen Horowitz
BoxGroup
Susa Ventures
Human Capital
Primary Venture Partners
Renegade Partners
Sales & Account Management
About the role
TL;DR
Build Flock's advisor channel by outreaching to RIAs and scheduling meetings.
- •Flock is seeking an Advisor Consultant to build its advisor channel.
- •This role involves top-of-funnel outreach to Registered Investment Advisors whose clients own appreciated rental real estate, qualifying interest, and scheduling meetings with the Partnerships team.
- •Key Responsibilities Execute systematic outreach to RIAs via calls, emails, and LinkedIn.
- •Deliver a credible first conversation about Flock's product.
- •Qualify advisors and book meetings with the Partnerships team.
- •Own meeting logistics and maintain pipeline integrity in Salesforce.
- •Provide field intelligence back to the product and marketing teams.
- •Requirements 1-4 years of high-activity financial services sales experience, calling financial advisors.
- •Grit and activity discipline for high-volume outbound sales.
- •Credibility and strong listening skills when engaging with advisors.
- •Organized and process-driven with strong Salesforce hygiene.
- •CRM fluency (Salesforce, Hubspot, or similar).
Required skills
SalesforceLead GenerationPipeline ManagementCRM
Domain expertise
proptechfintech
Benefits & perks
equity, medical insurance, dental insurance, vision insurance, 401k, unlimited PTO
Tech stack
Salesforce