Discovery Consultant – Remote
Core
Lead high-quality, structured discovery conversations with pre-qualified clients to understand their property investment goals and convert them into registered clients.
Role type
Senior consultative sales professional (property investment)
Builds
Registered client pipeline for property wealth planning services
Domain
Real Estate / Property Investment / Financial Services
Deliverable
client delivery
Required skills
consultative sales, high-level client conversations, sales target achievement, negotiation, influencing, commercial discipline
Preferred skills
experience in property investment or professional client services
Responsibilities
Lead discovery sessions with pre-qualified prospects, educate clients on property investment fundamentals, outline realistic investment scenarios, convert qualified prospects into registered clients, collaborate with Property Wealth Planners and internal teams.
Seniority
Senior, hands-on IC