Halal Investment Sales Associate
17 Edith Dr, Toronto, ON M4R 1Y9, Canada
Who We Are Since 2018, Lifelong Investments has delivered our client base exceptional returns backed by a robust GTA-based land portfolio with 2,000 homes and counting. We are dedicated to building exceptional communities for generations to come – a belief that is reflected in our mission, vision, and values to Build a Better World. We are looking for a Halal Investment Sales Associate that is passionate about the field and will scale our Shariah-compliant investment funds. https://lifelonginvestments.ca/halal Position Overview The Halal Investment Sales Associate will report into the Director of Finance and work independently to market our shariah-compliant real estate investment product to accredited investors. Warm calls, scheduling meetings, investor pitches, this is very much a roll up the sleeves and get it done position.
The incumbent should be passionate about financial services and the halal industry, willing to educate and extremely committed to the cause. Our halal investment products are exempt market private real estate development opportunities and we pride ourselves in providing the highest client service to our investors. This role is an in-person position at our corporate office in Pickering. At this time we will only be considering candidates residing in the Greater Toronto Area.
Responsibilities and Duties Responsible for scaling up our investment funds by marketing our Shariah-compliant offerings The role is a combination of sales (70%) and business development (30%) Develop strong relationships with prospective investors with a focus on client service and establishing long term relationships Maintain a deep understanding and technical knowledge of offerings in order to provide the best solutions for Investors Understand and resonate with the halal environment in Canada and become an Islamic Finance ambassador Host client intake meetings with prospective investors to explain the offerings, investment process, structuring, returns, risk and other relevant factors Clearly communicate our offerings and assist investors in understanding all subscription documentation, funding requirements, and post-close activities Maintain up to date investor files and information on the CRM software Provide sound and appropriate advice to meet the investor’s objectives Assist in various marketing efforts such as creating investor presentations, webinars, and educational materials What We Are Looking For Minimum 3 years financial services, real estate, investments or related sales experience in a client facing capacity Proven track record of achieving sales targets and developing a growing portfolio of clients A post-secondary degree and/or qualification in a related field, including Business, Finance, Real Estate , Investments Passion for Halal products and community outreach, specifically with regards to educating about Islamic Finance Required Skills Effective verbal and written communications skills: ability to explain development strategies and offering details, and handle client concerns in a professional and appropriate manner Strong sense of ownership, responsibility, and accountability Understanding and interest in financial services and investments Passion for selling and a track record of meeting and exceeding personal targets Proficiency with a large CRM database is preferred (I.e. Salesforce, Pipedrive, Zoho, etc.) Other Qualifications Self-starter, ability to work independently and make sound decisions in the best interest of the company Ability to thrive in an entrepreneurial environment, think outside of the box and deliver solutions Thorough knowledge of the regulatory environment and other aspects of private capital markets Organized and can work well under pressure, meet strict deadlines Real estate experience and/or exempt market investment experience in private equity/debt is preferred Fluency in more than one language is an asset Commitment to Inclusion and Diversity We welcome applications from all qualified individuals, regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity, age, disability, religion, or any other legally protected status. We are dedicated to ensuring that all employees and applicants are treated with respect and dignity and have equal opportunities to contribute to our mission.
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