AI Job Summary

5+ years’ experience in sales and customer relationship management with a consistent track record.
Proven experience managing pipelines, ensuring smooth progression from proposal acceptance to settlement.
Proficiency in CRM software, preferably HubSpot, for pipeline and client record management.

Role Type

On-site • Permanent • Full-time • Mid-level Senior

Description

Join Australia’s premier property investment advisory firm in a key sales management role.
Work with pre-qualified prospects with appointments already set for you.
Your primary responsibility will be closing these prospects on our multi-industry awarded investor portfolio programs

If you’re passionate about property, experienced in sales or an aligned field and you’re a highly client attentive individual, driven to deliver results for customers, and looking for a rewarding career with growth opportunities inside an altruistic property wealth advisory firm this is the role for you.

Thrive in a fast-paced, dynamic environment where your expertise and track record in supporting customers by offering the right solution, backed by your consistent sales track record will enable you to make a lasting impact on customers lifestyles.

About Us:

Ramsey Property Wealth is Australia’s premier property investment advisory firm. Working with the top 20% of property investors nationally. We empower lives through trust, passion, and wealth creation, helping astute, time poor clients start, grow, and expand their property portfolios.

With our rapid growth, we offer a direct pathway to team leadership for the right candidate, structured professional development, and a collaborative culture that values hustle, innovation, excellence & collaboration.

About the Role:

1. Client Consultation, Discovery & Portfolio Strategy Development

Conduct client discovery sessions, assessing client needs, financial position, and investment suitability.

Evaluate whether clients are the right fit for Ramsey’s portfolio advisory services and guide them through the onboarding process.

Develop and present customised property investment plans, leveraging market insights and financial analysis.

Educate clients on property investment fundamentals, including capital growth strategies, yield optimisation, and tax benefits.

2. Property Acquisition, Pipeline Management & Execution

Work with the Buyers Acquisition team and Mortgage Advisors to ensure finance and acquisitions align with portfolio goals.

Manage the full pipeline from portfolio proposal acceptance to property settlement, coordinating with all internal stakeholders

3. Portfolio Performance, Membership Fulfilment & Ongoing Advisory

Provide performance reviews, ensuring clients remain aligned with their wealth-building strategy.

Monitor property market trends and recommend portfolio adjustments as needed.

Work closely with the Relationship Management team to ensure full fulfilment of the client’s ongoing program

4. Client Relationship Management

Act as a trusted property advisor, maintaining high-touch engagement with clients.

Proactively identify investment opportunities for existing clients to expand their portfolios.

Maintain accurate client records in CRM, ensuring seamless tracking of portfolio progress.

Work closely with the Client Concierge Team to provide an exceptional client experience.

5. Cross-Team Collaboration & Internal Coordination

Engage with internal teams to align finance strategies with property acquisition and to leverage market intelligence for investment recommendations.

Provide insights to the Buyers Advocacy team on client preferences and strategic property requirements.

What We’re Looking For:

Min. 5+ years’ experience in sales and customer relationship management with strong tenure and a proven, consistent track record

Strong knowledge of residential property principles

Ability to identify and guide clients through critical investment decisions.

Proven experience managing pipelines, ensuring smooth progression from proposal acceptance to settlement.

Excellent communication skills, with the ability to educate and build trust with clients.

Proficiency in CRM software (HubSpot preferred) and client pipeline management.

Ability to work in a high-performance team environment, managing multiple client portfolios effectively.

What We Offer:

Career Growth: Clear pathways to leadership roles supported by mentorship, training, and structured professional development.

Structured Flexibility: A work environment that balances high performance with support for personal and professional commitments.

Collaborative Culture: Be part of a results-driven, innovative team that values openness and shared success.

Agile/Dynamic Environment: Work in a forward-thinking, fast-paced organisation committed to excellence.

Rewarding Career: Competitive remuneration with performance incentives, and the satisfaction of empowering clients to achieve their property investment goals.

Why Join Ramsey Property Wealth?

Work with Australia’s leading property investment firm, recognised for trust, transparency, and expertise.
Be part of a high-performing, client-focused team committed to wealth creation.
Gain exclusive access to high-value property investment opportunities.
Receive structured training, career development, and mentorship from industry leaders.
This role is ideal for a driven, strategic, and client-focused professional who is passionate about helping clients build wealth through property investment.

How to Apply:

Interested candidates should submit a resume and cover letter detailing their experience and suitability for the role by hitting the APPLY button on the job advertisement or submit your CV to info@ramseypropertywealth.com.au.

Ramsey Property Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Senior Sales Consultant

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