Project Growth is hiring a
Investor Success Advisor

Summary

The job description is for a remote Investor Success Advisor position at a lending platform. Responsibilities include engaging with potential real estate investors, addressing their objections, conducting follow-ups, managing leads, and maintaining accurate records in the CRM system. Required skills and qualifications include experience in real estate or finance, communication skills, professionalism, tech savviness, organizational skills, and proficiency in using digital communication tools.

Requirements

• Experience: Background in real estate or finance is highly advantageous
• Communication Skills: Fluent, professional, and well-spoken with an authoritative presence
• Professionalism: Presentable with a professional setting and background for client interactions
• Tech Savvy: Proficient in using CRM systems and digital communication tools
• Organizational Skills: Strong organizational skills to manage follow-ups and maintain detailed records

Responsibilities

• Client Engagement: Get on calls with potential real estate investors, answer their objections, and persuade them to commit to a loan
• Follow-Up Communication: Conduct follow-ups through texting and emailing to nurture leads and maintain engagement
• Lead Management: Follow up with leads after initial calls to ensure continued interest and progress in the loan process
• CRM Management: Update and maintain accurate records in the CRM system, tracking all interactions and statuses

Preferred Qualifications

Prospecting (Nice to Have): Source and prospect new leads to expand the potential client base