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About the Role
Flock is seeking an Advisor Consultant to establish and grow its advisor channel. This role focuses on high-volume outbound outreach to Registered Investment Advisors (RIAs) whose clients own appreciated rental real estate. The primary goal is to identify genuine interest, qualify prospects, and schedule meetings with the Partnerships team, ultimately driving advisor onboarding and client referrals.
Responsibilities
- Execute systematic outreach, performing 40-60 touches per day (calls, emails, LinkedIn) to targeted RIAs.
- Maintain a track record of activity discipline and rigor.
- Deliver a credible first conversation explaining Flock's product, its suitability for clients, and its value proposition to advisors.
- Identify and qualify genuine advisor prospects, disqualifying unsuitable ones quickly.
- Schedule qualified meetings with the Partnerships team.
- Manage meeting logistics, including confirmations, reminders, reschedules, and pre-meeting briefing notes.
- Maintain Salesforce hygiene for a real-time view of pipeline activity and effectiveness.
- Surface objections, competitive products, and collateral gaps to the product and marketing teams.
Requirements
- 1-4 years of high-activity financial services sales experience, with direct experience calling financial advisors.
- Proven success as an internal wholesaler, internal sales consultant, regional internal consultant, or equivalent.
- Familiarity with daily touch volume and tracking towards quota.
- Comfort and energy for high-volume outbound activity and overcoming adversity.
- Ability to view rejection as feedback.
- Credibility on the phone with sophisticated counterparties.
- Ability to listen more than pitch.
- Understanding of consultative selling to RIAs and their due diligence process.
- Organized and process-driven approach to managing a book of business.
- Proficiency in Salesforce, Hubspot, or similar CRM, used for more than just contact management.
- Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private placement, or alts platform) is a plus.
- Specific RIA-channel experience is a plus.
- Ability to conversationally explain tax-advantaged real estate structures is a plus.
Skills
- Outreach
- Sales
- Relationship Building
- CRM Management
- Communication
- Active Listening
- Consultative Selling
- Pipeline Management
- Salesforce
- Hubspot
Location
- New York, NY
Work Type
- Full-time
Experience Level
- 1-4 years
Salary/Compensations
- $110-140k OTE
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401k
- Unlimited PTO
About the Company
- Flock provides a tech-enabled 721 Exchange for residential landlords, allowing owners to contribute properties into a professionally managed Fund for passive equity ownership. This model offers continued cashflows, liquidity, and diversification without triggering capital gains, disturbing tenants, or dealing with disposition friction.
- Flock is backed by investors including Andreessen Horowitz, Primary Ventures, Renegade Partners, SUSA Ventures, 1Sharpe Ventures, and leaders from Invitation Homes and Opendoor.