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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong outbound sales capabilities with a focus on building rapport and qualifying leads. Proficient in using HubSpot for tracking outreach and managing relationships with community association boards.
Highest-signal resume keywords
Outbound Sales ExperienceHubSpot ProficiencyVerbal Communication SkillsCold Calling ComfortProperty Management Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Outbound SalesTele-SalesBusiness DevelopmentLead QualificationCRM Management
Soft Skills
Clear CommunicationConfidenceCuriosity
Tools & Technologies
HubSpot
Industry Keywords
Community Association ManagementProperty ManagementInsuranceReal Estate
About the role
Key responsibilities & impact- Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day
- Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional
- Build early rapport with boards, managers, and gatekeepers
- Log every touch in HubSpot and track calls, connects, and meetings so lists and messaging can be sharpened
- Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations
- Serve as the first point of contact for community association boards seeking financial advice
Requirements
What you’ll need- Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals
- Genuinely comfortable on the phone, and not rattled by a cold call
- Clear, confident verbal and written communication with board volunteers and property professionals
- Hands-on experience with HubSpot or a similar CRM
- Background in property management, community association management, insurance, or real estate is a bonus
- Curiosity about finance and investing is a bonus; wealth management experience is not needed
- Based near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans for the occasional local event is a bonus
Benefits
Comp & perks- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO
