Property Consultant
About the Role
As a Property Consultant at InvestorKit, your role is to drive the front end of the sales funnel by booking high-quality, qualified consultations for the Senior Property Consultants. You are the first voice a potential client hears, and you are responsible for creating a compelling, trustworthy, and energised experience that opens the door for a deeper sales conversation.
You’ll qualify leads, build rapport, and maintain pace through effective call control, confident objection handling, and strong urgency creation. You are expected to show discipline in CRM management, follow-up routines, and calendar hygiene, and to communicate cleanly between roles to ensure seamless handovers.
As a setter, you are a momentum-maker. Your role is crucial in maintaining team flow, performance pace, and client confidence. You bring energy to every call, clarity to every note, and hunger to every week.
Location: Remote (Australia-based)
Salary: $70,000 + Superannuation + per closed sign up (uncapped commissions)
Key Responsibilities
The responsibilities outlined below represent the core expectations of your role. These are subject to review and may evolve over time as the needs of the business grow and change, and we expect you to adapt in step with those shifts. As a team member at InvestorKit, you’re also expected to actively uphold our values, contribute to our mission, and make decisions that support our vision of becoming Australia’s leading buyers agency.
Convert inbound and outbound leads into booked, qualified consultations.
Manage daily follow-ups, callbacks, and nurture opportunities via CRM.
Ensure calendar scheduling is accurate, up to date, and respects capacity.
Run discovery calls with strong energy, urgency, and control.
Accurately record notes, client context, and pre-frame outcomes for Senior Consultants.
Maintain a strong understanding of InvestorKit’s pitch, value proposition, and service journey.
Conduct a range of whitespace activities as required (e.g; outbound, rescheduling, appointment management etc.)
Meet and exceed activity and booking targets daily and weekly.
Participate in Power Sessions, Growth Sessions, training, and 1:1s.
Contribute to team energy and support high-performance behaviours.
Actively apply feedback and coaching, and pursue self-development to continually elevate the standard of your performance.
Represent InvestorKit with professionalism, enthusiasm, and humility in all interactions.
Quantitative Performance Framework and Targets
The following KPIs and Targets apply to your role for the 2025 financial year. These are reviewed regularly and will be adjusted at the discretion of senior leadership to meet business needs.
Adjustments to targets may result in increases where the division or business is underperforming, or decreases in response to seasonal trends or other relevant factors. Any changes to your targets will be clearly communicated in a timely and reasonable manner.
Key Performance Indicators
KPI AreaMetricTarget
Consults Booked & Completed
Number of qualified consultations booked
and completed
with the Senior Property Consultants team.
Meets or exceeds the
Weekly individual completed and qualified target
as set by SLT.
Consult-to-paid-agreement conversion rate
% of completed consults that result in a paid client agreement (measured by closed deals from your booked consults).
Meets or exceeds the
per lead source conversion benchmark
as set by SLT, with a minimum avg. of 20% across all lead sources.
Show Rate to Closer
% of booked calls that result in attended consultations
80% + Show rate
Follow-up Task Completion Rate
% of follow-up tasks completed on time and with quality notes.
100% task completion
CRM Integrity
Data accuracy, notes, tagging, and lead status updates
95%+ accuracy, updated daily
Script Adherence
Follows the approved Setter call structure (intro, discovery, pitch, transition) and applies objection frameworks consistently across all calls.
95%+ adherence
in call quality audits
Engagement
Participation in training sessions, team meetings and coaching
100% attendance and contribution
Expectations
As a member of our team at InvestorKit we expect you to work towards our vision of becoming Australia’s leading buyers agency, making decisions and taking actions that directly align with our mission to positively impact our clients lives by providing an industry leading client experience that helps them realise their aspirations through property.
We work to outcomes at InvestorKit, focusing on achieving tasks and delivering projects that improve the way we work, the lives of our staff and the financial outcomes of business. We believe that accountability, humility, openness and honesty are fundamental values and behaviours that create success, and we expect our people to have a growth mindset and the ambition to not only be the best version of themselves, but the desire to bring that out of others.
Across your time at InvestorKit you will have moments that will test you, but if you can embrace all of the above then we can guarantee that those moments will lead you to your greatest successes.
Let’s lead the way together and build something truly special.
Lewis Capner
Head of Sales
Property Consultant
About the Role
As a Property Consultant at InvestorKit, your role is to drive the front end of the sales funnel by booking high-quality, qualified consultations for the Senior Property Consultants. You are the first voice a potential client hears, and you are responsible for creating a compelling, trustworthy, and energised experience that opens the door for a deeper sales conversation.
You’ll qualify leads, build rapport, and maintain pace through effective call control, confident objection handling, and strong urgency creation. You are expected to show discipline in CRM management, follow-up routines, and calendar hygiene, and to communicate cleanly between roles to ensure seamless handovers.
As a setter, you are a momentum-maker. Your role is crucial in maintaining team flow, performance pace, and client confidence. You bring energy to every call, clarity to every note, and hunger to every week.
Location: Remote (Australia-based)
Salary: $70,000 + Superannuation + per closed sign up (uncapped commissions)
Key Responsibilities
The responsibilities outlined below represent the core expectations of your role. These are subject to review and may evolve over time as the needs of the business grow and change, and we expect you to adapt in step with those shifts. As a team member at InvestorKit, you’re also expected to actively uphold our values, contribute to our mission, and make decisions that support our vision of becoming Australia’s leading buyers agency.
Convert inbound and outbound leads into booked, qualified consultations.
Manage daily follow-ups, callbacks, and nurture opportunities via CRM.
Ensure calendar scheduling is accurate, up to date, and respects capacity.
Run discovery calls with strong energy, urgency, and control.
Accurately record notes, client context, and pre-frame outcomes for Senior Consultants.
Maintain a strong understanding of InvestorKit’s pitch, value proposition, and service journey.
Conduct a range of whitespace activities as required (e.g; outbound, rescheduling, appointment management etc.)
Meet and exceed activity and booking targets daily and weekly.
Participate in Power Sessions, Growth Sessions, training, and 1:1s.
Contribute to team energy and support high-performance behaviours.
Actively apply feedback and coaching, and pursue self-development to continually elevate the standard of your performance.
Represent InvestorKit with professionalism, enthusiasm, and humility in all interactions.
Quantitative Performance Framework and Targets
The following KPIs and Targets apply to your role for the 2025 financial year. These are reviewed regularly and will be adjusted at the discretion of senior leadership to meet business needs.
Adjustments to targets may result in increases where the division or business is underperforming, or decreases in response to seasonal trends or other relevant factors. Any changes to your targets will be clearly communicated in a timely and reasonable manner.
Key Performance Indicators
KPI AreaMetricTarget
Consults Booked & Completed
Number of qualified consultations booked
and completed
with the Senior Property Consultants team.
Meets or exceeds the
Weekly individual completed and qualified target
as set by SLT.
Consult-to-paid-agreement conversion rate
% of completed consults that result in a paid client agreement (measured by closed deals from your booked consults).
Meets or exceeds the
per lead source conversion benchmark
as set by SLT, with a minimum avg. of 20% across all lead sources.
Show Rate to Closer
% of booked calls that result in attended consultations
80% + Show rate
Follow-up Task Completion Rate
% of follow-up tasks completed on time and with quality notes.
100% task completion
CRM Integrity
Data accuracy, notes, tagging, and lead status updates
95%+ accuracy, updated daily
Script Adherence
Follows the approved Setter call structure (intro, discovery, pitch, transition) and applies objection frameworks consistently across all calls.
95%+ adherence
in call quality audits
Engagement
Participation in training sessions, team meetings and coaching
100% attendance and contribution
Expectations
As a member of our team at InvestorKit we expect you to work towards our vision of becoming Australia’s leading buyers agency, making decisions and taking actions that directly align with our mission to positively impact our clients lives by providing an industry leading client experience that helps them realise their aspirations through property.
We work to outcomes at InvestorKit, focusing on achieving tasks and delivering projects that improve the way we work, the lives of our staff and the financial outcomes of business. We believe that accountability, humility, openness and honesty are fundamental values and behaviours that create success, and we expect our people to have a growth mindset and the ambition to not only be the best version of themselves, but the desire to bring that out of others.
Across your time at InvestorKit you will have moments that will test you, but if you can embrace all of the above then we can guarantee that those moments will lead you to your greatest successes.
Let’s lead the way together and build something truly special.
Lewis Capner
Head of Sales