Investment Sales Executive

Job Purpose

• To drive investor acquisition and revenue growth for True Group by positioning and selling residential income-generating properties as structured investment products. The Investment Sales Executive serves as the primary point of contact for prospective investors, translating True Group's managed-yield model into clear, compelling investment cases that align with each client's financial goals. The role is central to expanding True Group's investor base across first-time buyers, capital redirectors, and diaspora clients, converting qualified leads into long-term investment relationships built on transparency, consistent returns, and trust.

Key Responsibilities

Investor Acquisition & Pipeline Management

• Identify, prospect, and qualify potential investors through referrals, digital leads, networking events, diaspora outreach, and corporate channels.
• Build and manage a structured sales pipeline, tracking prospects from first contact through to close.
• Meet and exceed monthly and quarterly sales targets across True Group product lines.

Investment Advisory & Consultation

• Conduct detailed investor consultations in person, virtually, or via diaspora-friendly channels to understand financial goals and match clients to the right product.
• Present and articulate the investment case for each project with regard to rental yields, capital appreciation, payment plan structures, title security, and management model.

Client Relationship Management

• Own the full client journey from lead to close, maintaining consistent communication and building long-term investor trust.
• Support clients through the transaction process documentation, payment plan onboarding, legal milestones in coordination with the operations and legal teams.
• Nurture existing investors for repeat purchases and portfolio expansion, leveraging the True Group investment ladder model.

Market Intelligence & Reporting

• Stay current on Nairobi real estate market trends, competing investment products, and investor sentiment, particularly in the affordable and mid-market segments.
• Provide regular pipeline reports and sales forecasts to the Sales and Marketing Manager.
• Gather and relay investor feedback to inform product positioning and future development planning.

Brand & Outreach

• Represent True Group at investment forums, property expos, corporate events, and diaspora community engagements.
• Collaborate with the marketing team to support campaign execution, referral programmes, and digital lead generation.

Qualifications and Experience Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• At least 3 years of experience in investment sales, financial advisory, bancassurance, wealth management.
• Demonstrated track record of meeting or exceeding sales targets in a consultative, relationship-driven sales environment.
• Strong understanding of investment fundamentals such as yield, ROI, capital growth, risk-return trade-offs.
• Excellent presentation, negotiation, and closing skills.
• Proficiency in CRM tool and pipeline management. 
• Prior experience selling investment products, off-plan developments, or income-generating assets.
• Existing network among diaspora communities, SACCOs, investment clubs, Self-Help Groups, Chamas or high-net-worth individuals.
• Exposure to payment plan structuring or instalment-based sales models.

Key Competencies

• Investment Acumen – Ability to speak credibly about financial returns, risk, and asset performance.
• Consultative Selling – Listens first, advises and builds investor confidence through insight.
• Relationship Management – Ability to build trust with diverse investor profiles across income levels and geographies.
• Resilience & Drive – Self-motivated, target-oriented, and consistent even under pressure.
• Communication – Clear, confident communicator both virtually and during face to face interaction. 
• Integrity – Transparent and ethical in all investor interactions with resolve to protect the True Group brand.