Advisor Consultant

About the Company

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, allowing owners to contribute properties into a professionally managed Fund in exchange for passive equity ownership.

Responsibilities

• Execute systematic outreach including 40–60 touches per day via calls, emails, and LinkedIn
• Deliver credible first conversations explaining Flock's product and tax-deferred real estate strategies
• Qualify prospects and book meetings with the Partnerships team
• Manage meeting logistics including confirmations, reminders, and pre-meeting briefing notes
• Maintain tight Salesforce hygiene to ensure pipeline integrity
• Provide field intelligence regarding advisor objections and competitive products to the product and marketing teams

Requirements

• 1–4 years of high-activity financial services sales experience
• Direct experience calling financial advisors (e.g., internal wholesaler or internal sales consultant)
• High level of grit and discipline for high-volume outbound activity
• Strong EQ and ability to communicate with sophisticated RIAs
• Highly organized and process-driven with strong CRM fluency (Salesforce, HubSpot, etc.)

Preferred Qualifications

• Experience at an alternative investment sponsor (DST, non-traded REIT, interval fund, QOZ, or private placement)
• Specific RIA-channel experience
• Ability to explain tax-advantaged real estate structures conversationally