Account Executive- Halal

Who We Are

Since 2018, Lifelong Investments has delivered for our investors a 9%+ annualized return 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 individuals that are passionate about their work and want to grow with us on our mission to build communities.

Position Overview

The Account Executive-Halal will work independently to market our recently certified 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.

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.

Responsibilities and Duties

• 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 to build communities
• 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 1 year 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
• 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
• Strong analytical skills with proven experience in developing strategic solutions that have a direct impact on project success
• 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.

Job Type: Full-time

Benefits:

• Casual dress
• Dental care
• Extended health care
• Vision care

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person

Application deadline: 2024-02-05