Internal Wholesaler
Job Title: Internal Wholesaler
Job Location: Orange County, CA
Job Description:
Company Overview
Headquartered in Richmond, Virginia, Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DSTs) for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume. Capital Square’s eight most recent mixed-used development projects total approximately 2,000 apartment units with a total development cost in excess of $590 million, and Capital Square Living, the firm’s property management division, now manages over 10,000 apartments across multiple states. Capital Square’s related entities provide a range of services – including due diligence, acquisition, loan sourcing, property/asset management and disposition – for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors.
Recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years, and among the Top 100 Inspiring Workplaces of North America, Capital Square raises capital, buildings and expectations. Learn more at CapitalSq.com.
Summary
Our Internal Wholesaler will play a critical role in enhancing outreach efforts, coordinating schedules, and ensuring the seamless execution of various projects. This position involves providing comprehensive support to the sales team, managing advisor interactions, and contributing to the development of sales strategies. The role also includes maintaining Salesforce records, facilitating communication between Investor Relations and Sales, and collaborating with the Marketing department to promote webinars, presentations and other activities.
Primary Responsibilities
- Provide comprehensive support to the sales team, ensuring smooth operations and effective execution of sales strategies and territory business plans
- Conduct regular telephone outreach to prospective advisors, fostering relationships and generating new business opportunities for those advisors
- Articulate and present complex topics, including Qualified Opportunity Zones, 1031 exchanges, DSTs, and asset management strategies to stakeholders
- Accurately enter and manage both new and existing reservations, ensuring up-to-date and organized records
- Actively participate in weekly sales meetings, contributing to agenda development and providing valuable insights and updates
- Maintain and update Salesforce with relevant information, ensuring accurate tracking and reporting of sales activities
- Serve as a key liaison between Investor Relations and the Sales Team, facilitating communication and collaboration on advisor and investor-related matters
- Support marketing and your territory through distribution of materials, promotion of webinars, and other activities
- Assist with other projects as necessary
Knowledge and Skills Requirements
- College degree or 2(+) years of working equivalent
- FINRA Registration (Series 7 and 63) required
- Proven sales and marketing skills with a demonstrated ability to drive business growth and effectively communicate complex concepts
- In-depth understanding of real estate, securities, and taxation
- Experience with CRM systems, particularly Salesforce, and the ability to maintain and utilize these tools for tracking and reporting is a must
- Proficiency in technology, including Microsoft PowerPoint, Word, and Excel, with the ability to create presentations, manage documents and analyze data
- Strong team player with excellent interpersonal skills, capable of collaborating effectively with diverse teams and contributing to a positive work environment
- Exceptional organizational skills with attention to detail, ensuring accurate and timely management of reservations and updates
- Excellent communication skills, both verbal and written, with the ability to articulate complex information clearly and persuasively
- Ability to manage multiple tasks and priorities in a fast-paced environment, demonstrating flexibility and adaptability
- Strong problem-solving skills and a proactive approach to addressing challenges and seizing opportunities
Work Location
Onsite in Richmond, Virginia or Orange County, California. Possibility for remote.
Application Instructions:
