Flock Homes
Advisor Consultant
New York, NY
Sponsorship not specified$110k-$140kDetected 29 days ago
HubSpotSalesforceCRMOutbound SalesLogisticsPipeline Integrity
About the role
- If you've spent 1-4 years as an internal wholesaler or internal sales consultant at an alternative investment sponsor, you know exactly what this is.
- But our product is different: a direct 721 exchange into a diversified residential portfolio is a story most RIAs haven't heard.
- You won't be the fourth DST wholesaler to call this week.
Responsibilities
- Deliver a credible first conversation: Explain what Flock's product is, which clients it fits, and why advisors are adding it to their toolkit-without a script and with the authenticity that comes from understanding tax-deferred real estate strategies.
- Own meeting logistics: Confirmations, reminders, reschedules, pre-meeting briefing notes-every meeting occurs because you made it happen.
- Maintain pipeline integrity: Keep your Salesforce hygiene tight so the team has a real-time picture of what's working and what isn't.
- There are 17 million Americans who own rental property.
- We're backed by top tier investors, including Andreessen Horowitz, Primary Ventures, Renegade Partners, SUSA Ventures, 1Sharpe Ventures, and leaders from Invitation Homes and Opendoor.
Requirements
- 1-4 years of high-activity financial services sales, with direct experience calling financial advisors.
- You know your daily touch volume and exactly where you're tracking to quota.
Nice to have
- Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private placement, or alts platform).
- Specific RIA-channel experience.
- Ability to explain tax-advantaged real estate structures conversationally.
- Even if you don't meet 100% of the qualifications, we recommend applying to the role!
Compensation
- $110-140k OTE, plus equity and benefits (medical/dental/vision insurance, 401k, and unlimited PTO).
Benefits
- Owners contribute into our professionally managed Fund, in exchange for passive equity ownership.
- We're growing fast and are looking for smart, entrepreneurial hustlers who want to help build something category-defining.
- Bonus points: Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, private placement, or alts platform).
Company info
- Most don't want to be landlords anymore, but selling isn't a good option.
- You'd lose income and appreciation, trigger tax liabilities, kick out your tenants, have to fix up the house - the list goes on!
- Flock is here to help.
- Flock's mission is to provide every retiring landlord with the most cost-efficient and seamless exit.
- Our first product is a tech-enabled 721 Exchange for residential landlords.
- It's a direct 721 Exchange model designed for everyday owners who want access to continued cashflows, liquidity, and diversification without triggering capital gains, disturbing tenants, or dealing with disposition friction.
- a direct 721 exchange into a diversified residential portfolio is a story most RIAs haven't heard.
- Your job is to own top-of-funnel outreach to Registered Investment Advisors whose clients own appreciated rental real estate.This is a high-activity, high-discipline role, where you'll execute dozens of outbound touches per day, qualify genuine interest, and convert it into scheduled meetings with our Partnerships team.
- Success is measured by meetings booked and held each week, and over time, advisor relationships that mature into platform onboarding and client referrals.
- Surface objections you're hearing, competitive products advisors mention, gaps in your collateral.
- The feedback loop from you to product/marketing is tight-changes happen in days, not quarters.
Visa & Work Authorization
- If you've spent 1-4 years as an internal wholesaler or internal sales consultant at an alternative investment sponsor, you know exactly what this is.
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This listing is sourced directly from Flock Homes's careers page and normalized into a canonical job model.