Job Description
- High inbound lead flow
About Our Client
Fast-growing property-led wealth business specialising in tax strategies, debt structuring, and residential property investment. The company generates strong inbound lead flow through social and digital channels and operates in a highly commercial, sales-driven environment.
Job Description
Convert warm inbound leads into new advisory clients
* Conduct Zoom/Teams strategy consultations
* Present Statements of Advice (SOAs) and wealth strategies
* Advise clients on property-led wealth creation, tax strategies, and debt structuring
* Manage high-volume client conversations and follow-ups
* Build trust and drive client conversions through strong presentation skills
* Work closely with the dealer group licensing framework and compliance requirements
* Qualify inbound opportunities and identify suitable wealth strategies
* Educate cli...
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