Advisor Consultant

About the role

Flock is seeking an Advisor Consultant to launch and grow its advisor channel. You will be the first point of contact for Registered Investment Advisors (RIAs) whose clients own appreciated rental properties, introducing them to Flock’s tech‑enabled 721 Exchange solution.

Key responsibilities

• Execute 40–60 outbound touches per day (calls, emails, LinkedIn) to a targeted RIA list.
• Deliver concise, unscripted conversations that explain Flock’s product and its fit for advisors and their clients.
• Qualify prospects quickly, book meetings for the Partnerships team, and manage all meeting logistics.
• Maintain accurate pipeline data in Salesforce, ensuring real‑time visibility for the team.
• Collect and relay field intelligence, including objections and competitive insights.

Required profile

• 1–4 years of experience as an internal wholesaler or sales consultant at an alternative investment sponsor.
• Proven ability to sustain high‑volume outreach with disciplined activity tracking.
• Strong understanding of tax‑deferred real‑estate strategies and how they benefit investors.

Required skills

• Salesforce (CRM management and pipeline hygiene)

What we offer

• Opportunity to shape a brand‑new channel in a fast‑growing fintech backed by top investors.
• Collaborative, entrepreneurial environment with clear performance metrics.