Property Investment Strategist

Property Investment Strategist | Locale Wealth

Transform Financial Futures – With Property as the Vehicle.

We're not just helping Australians invest in property, we're helping them change their lives.

At Locale Wealth, we exist to empower people to fulfil their life aspirations through property. We don't work for developers, banks or builders – we work for the buyer. Always.

Our mission is simple: to help people become financially free, using a strategy that makes wealth creation accessible, understandable and real. We do this by guiding clients through our proven 8-step process – from goal setting, to finance, to property acquisition – acting with integrity and in their best interests at every step.

We're growing fast, and we're looking for a driven, people-first, results-oriented Property Investment Strategist to join our team. This is more than just a sales role – it's an opportunity to blend your passion for finance and property into meaningful work that transforms lives.

We Hire Values and Grit – Not Just Industry Experience

Some of our highest performers have come from outside the industry. What they all share is grit, empathy, a strong understanding of sales, and a deep desire to help others create the life they want.

You'll thrive here if you:

• Are passionate about financial freedom – personally and professionally
• Have an understanding of property and finance
• Want to do meaningful work that helps people create real wealth
• Bring a track record of performance and a hunger to improve every day

We'll provide the tools, systems and training – you bring the attitude, resilience and drive.

About the Role

As a Property Investment Strategist, you'll guide clients through our structured pathway to financial freedom – helping them understand their options, take action, and build real wealth through property.

You'll:

• Execute our 8-step financial freedom process to inspire and empower clients
• Manage inbound enquiry and nurture relationships across phone, text and email
• Build real rapport and trust, creating property partners for life
• Create and present strategic wealth plans tailored to individual goals
• Collaborate with our Finance, Marketing and Operations teams to enhance the customer experience
• Manage your CRM pipeline like a pro, ensuring clean data and professional follow-up
• Analyse market trends, seek continuous improvement and contribute to strategic growth
• Champion client outcomes – because their success is your success

What Success Looks Like

• High conversion rates across all stages: enquiry, appointment, sign-up and sale
• Outstanding customer experience that builds lifetime loyalty
• Consistently meeting and exceeding sales targets and quality benchmarks
• Acting with integrity and always in the customer's best interest
• Contributing ideas, innovation and energy to the business
• Being a trusted and valued member of a collaborative, high-performance team

What We're Looking For

• A proven performer in sales – ideally with property or finance exposure
• Deep emotional intelligence and the ability to connect with people
• Relentless drive, hunger and personal accountability
• A systems-focused operator who thrives in a structured, supportive environment
• Passion for finance, property and creating positive change
• A proactive communicator who solves problems and follows through
• Tech savvy, coachable and always looking to level up

We welcome high performers from all industries – if you understand property, know how to sell, and care deeply about helping people succeed, we want to meet you.

What You'll Get

• $300K+ OTE – uncapped earning potential for high achievers
• Warm leads – from our finance brand, referrals and digital campaigns
• Full training and development – to make you a weapon in property strategy
• Sell property nationwide – not restricted by location
• Support from a heavyweight team – across finance, marketing and leadership
• Beautiful Subiaco office with parking and collaboration space
• A mission-driven culture – where people come first and performance follows

Why Locale Wealth?

• We are 100% client-first – we don't answer to builders or banks
• We offer real advice, real strategy, and real results
• We're building the most empowered, values-led team in the industry
• We act with integrity, transparency and care – always

If you're ready to align your personal passion with professional purpose, and you're hungry to help others build the life they deserve – this could be the opportunity you've been waiting for.

Apply now and change lives – starting with your own.