• 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...