Investment Property Specialist (Account Executive)

Full-Time | Contract | Commission-Based

 

About Lineage

Lineage is revolutionizing real estate investing by making generational wealth accessible to everyone. We provide a modern, all-in-one platform that helps investors, property managers, and partners succeed through hands-on education, asset management, and a real-time investment property marketplace. With over $1.5 billion in transactions, we’re simplifying rental property ownership and empowering everyday people to build long-term wealth—anytime, anywhere.

 

Position Overview

As an Investment Property Specialist (Account Executive), you’ll guide high-income professionals who are already exploring passive income through a personalized investing journey. These aren’t cold calls or unqualified leads. You’ll connect with people who are ready to invest, but need expert guidance and a tailored plan to move forward.

This is not a traditional agent role. You’ll run Wealth Plan Presentations over Zoom, educate clients on investment fundamentals, and help them make confident property purchases aligned to their financial goals. Most clients go on to build full portfolios with 60% making repeat investments - so the opportunity for long-term success (yours and theirs) is built in.

 

Key Responsibilities

• Conduct tailored Wealth Plan Presentations with warm, inbound leads
• Guide clients through a consultative discovery process focused on long-term goals
• Present investment opportunities that align with each client’s personal financial plan
• Use CRM tools (HubSpot preferred) to track, follow up, and re-engage existing leads
• Educate clients on real estate’s four rates of return and the role of passive income
• Build and manage an ongoing book of business, supporting repeat clients through additional purchases
• Deliver a white-glove client experience across 45-day, 6-month, and annual follow-ups

 

Qualifications

• Experience applying a consultative sales approach, with a focus on uncovering clients’ deeper financial goals and motivations
• Proven ability to guide clients through complex decisions by educating them on their options rather than relying on high-pressure tactics
• Demonstrated success in building long-term, trust-based client relationships that lead to repeat business and portfolio growth
• Comfortable discussing wealth-building strategies, including passive income models and the financial metrics behind real estate investing
• 3+ years in consultative sales (B2C or B2B), ideally in financial services, SaaS, insurance, or investment advising
• Background in discovery-driven sales or solutions-based presentations
• Comfortable with longer sales cycles and guiding prospects through major decisions
• Proficiency with CRM platforms (HubSpot a plus) and virtual sales environments (Zoom, screen share, etc.)
• Strong verbal communication, organization, and self-management skills
• Willingness to obtain a Real Estate Salesperson License (not required to start)

 

Additional Requirements

Candidates must be able to perform essential functions as outlined above, including but not limited to: 

• Operate a computer and sit for long periods of time
• Repeat motions that may include the wrists, hands, or fingers
• Position is sedentary with occasional light lifting

 

Our Core Values

FUN: We create authentic moments of enjoyment with our team and customers. Winning is fun, but so is playing the game.

TRUST: We act with integrity in all aspects of our business, building confidence inside and outside our organization.

DWYSYD (Do What You Say You Will Do): We are reliable, consistent, and take commitments seriously. Accountability drives performance.

TRANSPARENCY: Clear communication and shared awareness allow us to address challenges head-on and make better decisions.

TEAM FOCUS: We leverage collective capabilities and empower others to do great things. Collaboration drives success.

RESULTS DRIVEN: We maintain constant focus on achieving measurable goals aligned with our mission and objectives.

 

Why Join Lineage?

Growth & Impact: We're 3x-ing our team over the next 12 months. You'll have significant autonomy, direct mission impact, and clear paths to leadership as we revolutionize how millions invest in real estate.

Remote-First: We thrive as a globally distributed team with a bias for action, staying true to our core values while defining the future of real estate investing. 

Your Opportunity: We're making institutional-grade investing accessible to everyone -- work that's both technically challenging and deeply meaningful.

We're looking for: Ambitious people excited to tackle big challenges. No "perfect" candidate exists—we encourage applications even if you don't check every box. Lineage is where you grow professionally while contributing to something bigger than yourself.

 

Compensation and Benefits

On-Target Earnings: $100,000 - $175,000 per year - 100% commission, uncapped

Non-Recoverable Draw: Provided during your first three months to support ramp-up and onboarding

Earning Potential: Uncapped commissions with performance-based incentives

Remote-First: Collaborate with a high-performing, distributed team

 

Lineage is committed to creating an inclusive and respectful work environment where everyone brings their authentic self to work. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected status under applicable law.

Notice to California Applicants:

We collect personal information as part of the job application process in accordance with the California Consumer Privacy Act (CCPA). This includes identifiers, work history, and other relevant details used for recruitment purposes. We retain your data for up to 12 months and do not sell or share it for commercial purposes.