• Outbound calling for real estate consulting clients • Having conversations with leads • Setting appointments for Real Estate agents • Calling new leads • Nurturing old leads • Producing reports • Attending mandatory training • Managing Follow Up Boss accounts

• Initial outreach and connection with leads • Assertive qualification to understand pain points, timing, and potential • Leading strategic meetings • Building genuine relationships with leads • Moving leads through the funnel with discipline, clarity, and vision • Maintaining commercial routines and staying organized in tools like CRM and ClickUp

• Identify and qualify leads through inbound and outbound activities, including calls, emails, and online inquiries. • Maintain an up-to-date and organized CRM with accurate lead and customer information. • Proactively contact prospective customers to promote products/services and close sales. • Develop tailored sales pitches and proposals to meet customer needs. • Track and manage the sales pipeline to ensure consistent progress toward monthly and quarterly sales goals. • Collaborate with the sales team to refine strategies and achieve revenue objectives. • Identify opportunities to upsell or cross-sell additional products or services to existing customers. • Serve as the first point of contact for customer inquiries, providing timely and effective solutions to issues. • Guide new customers through the onboarding process, ensuring they are fully equipped to use products/services.

• Lead Generation and Relationship Building • Transform cold leads into warm relationships through consultative conversation • Build authentic connections with potential sellers through phone conversations • Listen to the seller and conduct meaningful conversations • Conduct in-depth discovery calls to understand seller motivations and needs • Maintain detailed notes and follow-up schedules in Salesforce • Obtain agreement to receive an in person appointment to further evaluate the seller’s home and make an offer • Nurture relationships over time through consistent follow-up, leading to a decision on the acquisition of the seller’s home • Appointment Setting and Deal Qualification • Qualify potential deals through financial analysis and seller motivation assessment • Set high-quality appointments for the field sales team • Prepare comprehensive briefings for field sales appointments • Follow up on appointment outcomes and maintain relationship continuity • Work collaboratively with the acquisitions team to understand deal parameters • Sales Process Management • Maintain accurate records in Salesforce CRM • Track and analyze lead progression and conversion metrics • Participate in daily team meetings and deal reviews • Share best practices and contribute to team knowledge base • Adapt communication style to build trust with diverse seller profiles • Team Collaboration • Work closely with field sales team to ensure smooth handoffs • Participate in deal strategy discussions • Share insights and learning with team members • Support team goals while maintaining individual performance metrics • Contribute to continuous improvement of sales processes