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Licensed Investment Sales Associate, Generalist - Walnut Creek

Company: Colliers International
Location: Walnut Creek
Posted on: June 22, 2022

Job Description:

BE authentic. BE influential. BE the expert. Be all that and more at Colliers. At Colliers, we help leaders succeed by helping them build amazing workplaces, businesses and communities around the world. We do this by thinking differently, sharing innovative ideas and offering a unique and collaborative workplace where you can succeed. Summary of Essential Job Functions Business Development --- Maintain direct contact with prospects by cold calling and driving marketing efforts with the objective of increasing client awareness of available properties --- Identify and qualify leads, contacts, and opportunities, and dedicate an agreed amount of time to conduct cold calls and building walks --- Provide support to the team in the area of relationship management, through effective communication --- Update CRM+ to maintain contacts, leads and opportunities for the team --- Record prospect activity daily in the CRM+ system and report leads to manager --- Act as a liaison to coordinate meetings with prospects --- Respond to general inquiries Proposals and Presentations --- Work with Agent(s) and Brokerage Specialists to create and prepare content for CIM's and formal proposals, such as responses to RFI's and RFP's --- Work with Agent(s) and leadership on project management related to proposal development --- Assist Agent(s) with content development for listing pitches/presentations Client/Agent Support --- Assist with on-site tours of properties with clients or prospects --- Attend various client-related events, meetings and presentations; may take notes and/or minutes, as appropriate --- Gather information packages specifically tailored to each client, which may include preparing tenant surveys, summary reports, maps, presentations, and progress reports --- Become familiar with agents' case studies and key clients --- Work with Brokerage Specialists to gather necessary marketing materials for new listings --- Where appropriate, may provide pricing information --- Draft correspondence and client reporting for existing and prospective clients --- Execute transactions by coordinating resources and materials, including listing/ commission agreements, leases, offers and sales agreements --- Maintain records of correspondence, complete marketing update reports and client activity reports Market Knowledge --- Conduct market information research, when appropriate, through various sources including, but not limited to, Colliers' in-house database and third party databases such as CRM+ MLS, MPAC, RealNet, and the Internet (Note: Research team will act as secondary support to Sales Assistant for Research tasks) --- Prepares and presents results based on market research, back to Agent(s) --- Update and maintain deal and revenue forecasts. Prepare estimates for revenue projections on a monthly basis --- Updates Colliers' client information database with current property and client information --- Conduct data and financial analysis (e.g. valuations, sub-lease analysis, return on cash/equity) --- Review leases and title documents, create summaries or abstracts --- Liaise with municipalities to confirm land use designations and development services charges Transaction Management --- Draft or edit legal documents (letters of intent, offers, commission agreements, listing agreements, Multiple Listing Service agreements) --- Assist in management and coordination of transaction and due diligence processes - sign backs, going firm, amendments, subject removals, closing documentation, deposit monies, processing trade records, entering deal sheets and submitting completed trade record and supporting paperwork to Deal Administration team o For deals where the Sales Assistant is listed on the trade record, he or she is responsible for entering and processing the trade record via ETR General --- Able to articulate Colliers' key services, including brokerage, REMS, tax assessment, lease audit, lease abstract, and project management --- Schedule appointments and set-up meetings --- Attend weekly sales meetings, industry events, and open houses --- Participate in training as directed by the Managing Director including but not limited to Colliers University programs, acceleration program assignments, book reviews, etc. --- Participate in and enhance the company's mission, purpose and core values of Service, Expertise, Community, and Fun --- Meets monthly with appointed mentor --- Other duties as required Qualifications and Knowledge: --- Real estate license required. --- The successful candidate will have at least one year of business or office experience. --- A post-secondary diploma or degree is preferred. --- A valid driver's license and fully insured automobile is required. --- Strong interpersonal skills - can build rapport and credibility quickly with people at all levels. --- Must be detail-oriented; possesses outstanding verbal and written communication skills. --- Possesses strong computer skills, including intermediate knowledge of Microsoft Office products such as Outlook, Word and Excel. Experience conducting research through MLS, MPAC, RealNet, and/or the Internet is considered an asset. --- Experience in the Commercial real estate sector or a related industry is considered a strong asset. --- Maintains a professional appearance. Skills and Attributes: --- Demonstrates exceptional organizational and prioritization/time management skills; has the ability to work under pressure to deadlines within the overall context of the team's priorities and requirements --- High level of drive, energy and initiative --- A clear and concise communicator, both orally and in writing; possesses strong presentation skills; is skilled at providing ongoing communication relating to decisions or issues that impact the business --- A quick learner - is able to learn about the company and clients quickly and accurately --- Skilled at applying past learnings and knowledge to new situations --- Is an individual with high integrity and ethical standards --- Works well independently as well as part of a team --- Is willing to work flexible hours, including evenings and weekends as required Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed, as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Who you are You're a confident and competitive individual who loves to win. Your strengths lie in building strong relationships, coming up with innovative solutions and finding ways to make them happen. You're a bold negotiator, who wants to be in a consultative role. Ideally, you'll have an interest in commercial real estate, previous sales experience (although no required), not afraid of business development and won't take no for an answer. You'll have the autonomy to manage your own territory while accessing a global network of market-leading research, marketing and project management experts to support you. What you bring Post-secondary degree or diploma is required. A valid driver's license and fully insured automobile. Strong interpersonal skills - can build rapport and credibility with people at all levels. Must be detail oriented; possess outstanding verbal and written communication. Possess strong computer skills, including intermediate knowledge of Microsoft Office Suite. BE who you are and what you want to be with Colliers. We'd love to meet you. Apply today to join our team. Please be aware that due to the COVID-19 pandemic, Colliers professionals in the United States are required to be fully vaccinated or engage in ongoing testing at regular intervals determined by Colliers in order to attend any Colliers workplace. As a condition of commencing any role, you will be required to self-report your vaccination status or testing results, as applicable, and provide verifying documentation. If you have any questions, please discuss with your Talent Acquisition Advisor. Direct applicants only please, no agencies. Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.

Keywords: Colliers International, Walnut Creek , Licensed Investment Sales Associate, Generalist - Walnut Creek, Accounting, Auditing , Walnut Creek, California

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