Advisor Consultant

Flock Homes•New York, NY

2d•$110,000 - $140,000•Onsite

About The Position

Flock is seeking an Advisor Consultant to build its advisor channel. This role involves top-of-funnel outreach to Registered Investment Advisors (RIAs) whose clients own appreciated rental real estate. The primary goal is to generate interest, qualify prospects, and schedule meetings with the Partnerships team. This is a high-activity, high-discipline role focused on outbound communication and building relationships within the RIA community. The product offered is a tech-enabled 721 Exchange for residential landlords, allowing owners to contribute properties into a professionally managed Fund for passive equity ownership, offering continued cashflows, liquidity, and diversification without triggering capital gains or disturbing tenants.

Requirements

1–4 years of high-activity financial services sales, with direct experience calling financial advisors.
Experience as an internal wholesaler, internal sales consultant, regional internal consultant, or equivalent.
Grit and activity discipline: Comfortable with high-volume outbound and adversity; views rejection as feedback.
Advisor EQ: Credible on the phone with sophisticated counterparties; listens more than pitches; understands that RIAs buy consultatively and do real due diligence.
Organized and process-driven: Runs their book like a system.
Salesforce hygiene, follow-up discipline, and pipeline discipline.
CRM Fluency: Leveraged a CRM like Salesforce, Hubspot, or similar as more than a contact book.

Nice To Haves

Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private placement, or alts platform).
Specific RIA-channel experience.
Ability to explain tax-advantaged real estate structures conversationally.

Responsibilities

Execute systematic outreach: Run 40–60 touches per day (calls, emails, LinkedIn) against a targeted list of RIAs, maintaining a track record of activity discipline and rigor.
Deliver a credible first conversation: Explain what Flock's product is, which clients it fits, and why advisors are adding it to their toolkit—without a script and with the authenticity that comes from understanding tax-deferred real estate strategies.
Qualify and book: Identify which advisors are genuine prospects, disqualify fast, and lock in qualified meetings with our Partnerships team.
Own meeting logistics: Confirmations, reminders, reschedules, pre-meeting briefing notes—every meeting occurs because you made it happen.
Maintain pipeline integrity: Keep your Salesforce hygiene tight so the team has a real-time picture of what's working and what isn't.
Feed field intelligence back to the team: Surface objections you're hearing, competitive products advisors mention, gaps in your collateral. The feedback loop from you to product/marketing is tight—changes happen in days, not quarters.