Internal Wholesaler

Job Details
Level:    Experienced
Job Location:    Capital Square Realty Advisors LLC - Glen Allen, VA
Position Type:    Full Time
Salary Range:    $ $ Base+Commission/year
Travel Percentage:    Up to 25%
Job Category:    Sales

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

Summary

Our Internal Wholesaler will play a critical role in enhancing outreach efforts, coordinating schedules, and ensuring the seamless execution of sales goals. This position involves providing comprehensive support to the sales team, managing advisor interactions, and contributing to the development of sales strategies.

Primary Responsibilities

• Collaborate with assigned external wholesaler to create and implement territory's business plan, including call and email campaigns, follow-up cadence, conference prep, travel rotation, and event invitations
• Conduct regular cold and warm phone call outreach to producing and prospect advisors with goals of advancing the relationship, adding to the pipeline for new or repeat business, and uncovering new potential business opportunities
• Log all activities in Salesforce
• Articulate and present complex topics, including on Qualified Opportunity Zones, 1031 exchanges and DSTs products, and other real estate strategies to stakeholders
• Accurately enter and manage both new and existing opportunities and reservations to the pipeline in Salesforce, ensuring up-to-date and organized records that adhere to the reservation policy 
• Attend and participate in weekly sales meetings, internal sales trainings, occasionally visiting Capital Square's Headquarters. No less than a minimum of twice per year, as scheduled by your manager.
• Support your territory through distribution of approved marketing materials, promotion of webinars, and other activities or events

Knowledge and Skills Requirements

• College degree and 2(+) years of working equivalent
• FINRA Registration Series 7 required
• FINRA Registration Series 63 required, or to be obtained within 4 weeks of employment
• Proven sales and marketing skills with a demonstrated ability to drive business growth and effectively communicate complex concepts
• In-depth understanding of real estate investments, preferably of QOZs and DSTs
• 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
• 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 activities and pipeline in Salesforce
• 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

On-site in Glen Allen, VA, or Remote within the Eastern Time Zone or state of Texas.

Compensation & Benefits

• Competitive Base Salary with Performance-Based Bonuses and Commissions included
• 100% Employee Paid Healthcare Premiums
• $35/Per Paycheck Cell Phone Reimbursement
• 120 Paid Time Off (PTO) Hours
• 20% Housing Discount
• Professional development opportunities

Equal Opportunity Employer

At Capital Square, we believe in creating a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

We celebrate differences, value unique perspectives, and strive to create a culture where everyone feels empowered to contribute their best. If you need assistance or accommodations during the application process, please don't hesitate to let us know.

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