Advisor Consultant
$110,000–$140,000 year
On-siteNew York, United States
Job Summary
Execute systematic outreach to Registered Investment Advisors via calls, emails, and LinkedIn, targeting 40–60 touches daily to qualify genuine prospects. Deliver credible first conversations explaining Flock's direct 721 Exchange product and why it fits their toolkit, then lock in qualified meetings with the Partnerships team. Own full meeting logistics including confirmations, reminders, and pre-meeting briefing notes while maintaining strict Salesforce hygiene for pipeline integrity. Feed field intelligence on objections and competitive products back to product and marketing teams for rapid collateral updates. This high-activity role requires 1–4 years of financial services sales experience and is based in New York, NY.
Required Qualifications
- 1–4 years of high-activity financial services sales
- direct experience calling financial advisors
- success as an internal wholesaler
- success as an internal sales consultant
- success as a regional internal consultant
- experience equivalent to the above roles
- knowledge of daily touch volume
- knowledge of tracking to quota
- comfort with high-volume outbound
- ability to view rejection as feedback
- credibility on the phone with sophisticated counterparties
- ability to listen more than pitch
- understanding that RIAs buy consultatively
- understanding that RIAs do real due diligence
- ability to run a book like a system
- Salesforce hygiene
- follow-up discipline
- pipeline discipline
- CRM Fluency
- experience leveraging a CRM like Salesforce, Hubspot, or similar as more than a contact book
Desired Qualifications
- Experience at an alternative investment sponsor
- Specific RIA-channel experience
- Ability to explain tax-advantaged real estate structures conversationally
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