Real Estate Sales Development Representative (Kirkland)

About Real Estate Transition Solutions

Real Estate Transition Solutions (RETS) is a highly respected, fast-growing real estate investment advisory firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust (DST) investments. Based in Kirkland, Washington, RETS has represented clients in the acquisition of over $1.1 billion of institutional real estate.

Our firm is client-centric, growth-focused, and results-driven. We provide a constructive working environment where collaboration, productivity, and authenticity are both fostered and expected. Learn more at www.RE-Transition.com.

Job Summary

We are seeking a motivated and energetic Real Estate Sales Development Representative (SDR) to play a critical role in driving growth at RETS. The SDR will be the first point of contact for many prospective clients, primarily successful property owners and high-net-worth investorsresponsible for engaging leads, qualifying opportunities specific to their 1031 Exchange deadlines or investment replacement needs and setting up meetings for our Advisors.

This role is ideal for someone with a real estate background who enjoys engaging with prospective clients and educating them on suitable solutions based on their individual client objectives.

While the SDR role is focused on lead generation and pipeline development, it also offers the opportunity to expand into other areas of the company over time. Depending on individual performance, strengths, and interests, future career opportunities may exist in Due Diligence, Marketing, or Advisory roles.

K ey Responsibilities

Lead Generation & Qualification

• Conduct proactive outreach to inbound and outbound leads (including property owners, CPAs, and attorneys) via phone, email, and digital channels.
• Qualify leads by understanding their specific investment objectives, current portfolio holdings, and readiness for a 1031 Exchange or DST investment.
• Educate prospects on a variety of tax-deferred replacement property solutions.
• Schedule introductory meetings and consultations for Advisors, ensuring all essential background details are secured.

Pipeline Development

Collaboration & Handoff

Performance Tracking

Qualifications & Skills

Compensation & Benefits