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Graduate Trainee Investment Consultant
4 months ago
**Graduate T**rainee Investment Consultant (UK)**
**Key Accountabilities**
- **To hit monthly set sales targets**
- **Following ERE’s processes & keeping the company CRM system updated and accurate**
- **Keeping up to date on the UK property market and ERE stock**
- **Build strong rapport with new & existing investors**
**Sales Performance Key Duties**:
- To close property investment deals to a mix of new clients and existing investors through a variety of business development activities
- Hit your quarterly sales target
- Calling new leads each day to establish the needs of the investor
- Keeping up to date on your Sales Wizard contacts
- Holding face to face meetings per week to present our current opportunities.
- Seeking out collaboration partnerships to help promote ERE’s opportunities and expand your client reach.
** Compliance & Processes**
- Keeping accurate records on the companies CRM system and updating own activity
- Sending out reservation forms from the CRM system and checking they are completed correctly
- Managing and producing reports on your own pipeline
** UK Property market and ERE stock knowledge**
- Researching and understanding the current UK property market
- To provide accurate and up-to-date information about properties to clients in order to sell them effectively and ethically
- Having a thorough understanding of ERE’s stock and being able to present detailed presentations on our offerings
- To support the sales function with any promotional events and shows
- Being a brand ambassador for ERE and our services
** Customer Services**
- To respond promptly to enquiries and requests for information by sending out information packs, returning calls and sourcing information to relay back to clients
- Building strong relationships with new and existing investors
- Professionally promoting our services in the Sales & lettings business
**Overall Objective**
To sell properties in overseas and UK markets whilst also building strong relationships with new and existing investors, professionally promoting the services that ERE property can offer to investors, using expert knowledge in the property investment field to close new deals, whilst maintaining a healthy, long-term relationship with those clients.
**Reporting to**
Claire Lowcock - Commercial Director
**Additional Skills**
- Influencing people through effective verbal and written communication
- Effective Planning & Organising to deliver work promptly and to a high standard
- Driven and outcome focused with high levels of resilience and adaptability
- Team Player able to build long lasting relationships at all levels
- A self-starter that can manage their own workload and priorities
- The aptitude to work efficiently, enthusiastically in a proactive forward-thinking manner, using organisational, managing, and prioritising skills is essential.
- Good administration and filing skills
- You should be able to work well under pressure using your own initiative
- Strong leadership skills,
- Have effective time management & prioritisation
- Have a good understanding of the UK property market
**Measures of success & Key Performance Indicators**
- Number of reservations taken in a month/quarter
- Building and maintaining a healthy pipeline of repeat business clients
- Number of calls recorded on sales wizard
- Number of meetings attended
- Number of Collaboration agreements signed
**Job Types**: Full-time, Permanent
**Benefits**:
- On-site parking
Schedule:
- 8 hour shift
Supplemental pay types:
- Commission pay
Ability to commute/relocate:
- Leeds, LS11 9AH: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: Graduate trainee Investment Consultant
