Account Broker

The primary role of the Managing Principal Broker is to maintain advisor relationships, assist advisors with daily business matters, educate advisors regarding best practices and compliance, conduct basic office management and act as the local point of contact for the company.

Managing Principal Brokers shall provide strategic business guidance / planning and feedback regarding advisors’ current and future performance / productivity. In addition, they shall provide regular training and accredited continuing education designed to fulfill licensing requirements and promote best practices within the industry.

Managing Principal Brokers are generally assigned to specific offices with regard to office management and daily routine but should strive to counsel all advisors affiliated with the brokerage.

• Essential Duties and Responsibilities :
• Onboarding / Offboarding Activities for Advisors :
• Assist with advisor recruitment by providing leads to the company recruiter and conducting interviews as directed.
• Collaborate with the recruiter to facilitate the introduction of prospective new advisor to the company, arranging an introductory meeting prior to their start date to discuss company culture, commission structures, assess mutual fit, and delve into the advisors business goals.
• Facilitate the onboarding and offboarding processes for new and departing advisors.
• Upon advisor joining the company, meet with each new advisor
• Schedule a follow-up meeting in two weeks.
• Ensure newly affiliated advisors are trained on brokerage-sponsored platforms.
• Advisor Support and Development :
• Provide strategic business guidance and feedback to advisors regarding their performance and productivity.
• Actively promote and uphold a culture of excellence within the organization, encouraging high ethical standards, professionalism, and dedication to client satisfaction.
• Conduct regular training sessions to promote best practices (accredited continuing education courses to fulfill licensing requirements where applicable) and offer insightful guidance to advisors to optimize their performance and productivity.
• Conduct business planning and review sessions with individual advisors, reaching out annually (at minimum) to each advisor and proactively engage more frequently when necessary.
• Monitor advisors production and connectivity with the brokerage, offering business coaching and support as needed.
• Office Meetings and Communication :
• Host regularly scheduled sales meetings to bring value, promote industry awareness, company culture, and professionalism.
• Communicate with the marketing team to develop marketing and media calendars to promote the office during events.
• Marketing and Promotion :
• Support marketing efforts to create opportunities for advisors to promote themselves within the community.
• Represent CHSIR at local MLS Tours (especially if it is a advisor in your office) to promote culture and teamwork.
• Managerial Duties and Financial Oversight :
• Assist with routine office operations, including maintenance and supply stocking, while working within the office budget.
• Daily review for all closings in your office. Ensure all documents required are present.
• Promote and advocate for ancillary services within your office.
• Review office financials and KPIs with the COO on a monthly basis.
• Assist with advisor file review when additional coverage is needed.
• Navigate internal and external conflicts involving CHSIR advisors.
• Attend regular onsite and offsite leadership meetings as required.
• Ensure all expense reports are submitted in accordance with company policy.
• Job Requirements :
• Maintain active State of Oregon or Washington (if applicable) Principal Broker Real Estate License
• Excellent customer service and client relationship skills
• Excellent management and leadership skills
• Thorough working knowledge of applicable real estate laws in Oregon
• Valid driver’s license
• Physical ability to work extensively on the telephone and computer
• Availability in the evenings and on weekends, as needed, for advisor support

Job Type : Full-time

Pay : $80,000.00 per year

Benefits :
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Application Question(s) :

• How many years of Real Estate experience do you have?
• What do you believe is the most important role of a Principal Broker
• What’s your experience with the Southern Oregon real estate market?

License / Certification :

• State of Oregon Principle Broker Real Estate License (Required)

Work Location : In person