Internal Wholesaler

Capital Square•Glen Allen, VA

5d•$70,000 - $75,000•Onsite

About The Position

Our Internal Wholesaler will play a critical role in enhancing outreach efforts, coordinating schedules, and ensuring the seamless execution of sales goals. This position involves providing comprehensive support to the sales team, managing advisor interactions, and contributing to the development of sales strategies.

Requirements

College degree and 2(+) years of working equivalent
Alternative investment experience is a must
FINRA Registration Series 7 required
FINRA Registration Series 63 required, or to be obtained within 4 weeks of employment
Proven sales and marketing skills with a demonstrated ability to drive business growth and effectively communicate complex concepts
In-depth understanding of real estate investments, preferably of QOZs and DSTs
Experience with CRM systems, particularly Salesforce, and the ability to maintain and utilize these tools for tracking and reporting is a must
Proficiency in technology, including Microsoft PowerPoint, Word, and Excel
Strong team player with excellent interpersonal skills, capable of collaborating effectively with diverse teams and contributing to a positive work environment
Exceptional organizational skills with attention to detail, ensuring accurate and timely management of activities and pipeline in Salesforce
Excellent communication skills, both verbal and written, with the ability to articulate complex information clearly and persuasively
Ability to manage multiple tasks and priorities in a fast-paced environment, demonstrating flexibility and adaptability
Strong problem-solving skills and a proactive approach to addressing challenges and seizing opportunities

Responsibilities

Collaborate with assigned external wholesaler to create and implement territory’s business plan, including call and email campaigns, follow-up cadence, conference prep, travel rotation, and event invitations
Conduct regular cold and warm phone call outreach to producing and prospect advisors with goals of advancing the relationship, adding to the pipeline for new or repeat business, and uncovering new potential business opportunities
Log all activities in Salesforce
Articulate and present complex topics, including on Qualified Opportunity Zones, 1031 exchanges and DSTs products, and other real estate strategies to stakeholders
Accurately enter and manage both new and existing opportunities and reservations to the pipeline in Salesforce, ensuring up-to-date and organized records that adhere to the reservation policy
Attend and participate in weekly sales meetings, internal sales trainings, occasionally visiting Capital Square’s Headquarters. No less than a minimum of twice per year, as scheduled by your manager.
Support your territory through distribution of approved marketing materials, promotion of webinars, and other activities or events