1. Organize and input new contacts (accountants, real estate agents, buyers agents, etc.) into the CRM and prospective list.

2. Update the CRM with notes on interactions, follow-up dates, and statuses after calls and meetings.

3. Segment and categorize leads based on priority, engagement level, and potential business opportunities.

4. Coordinate and schedule meetings or presentations with stakeholders after initial outreach.

5. Send calendar invites, confirm meetings, and ensure reminders are sent out prior to appointments.

6. Reschedule meetings as needed and handle any last-minute changes.

7. Draft and send follow-up emails after initial calls or meetings to stakeholders, requesting

business or sharing additional resources. Create a personalised template if necessary.

8. Create personalised email templates for outreach to new contacts.

9. Assist with the creation and formatting of presentation materials for meetings with stakeholders.

10. Prepare proposals, contracts, or agreements based on the outcomes of your meetings such as referral agreements.

11. Research potential new partners (accountants, real estate agents, buyers’ agents) in your area and identify opportunities for outreach.

12. Track competitors’ activities and their relationships with key stakeholders.

13. Keep a record of local real estate market trends to use in presentations or discussions with partners.

14. Compile weekly reports on outreach, meetings set, presentations given, and any leads or business generated.

15. Other admin and sales support as needed.

Education:

• Bachelor's (Preferred)

Experience:

• Sales Associate: 1 year (Preferred)