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About InvestorKit
InvestorKit is a premier buyers agency in Australia, renowned for its data-driven approach and high-performance culture. We specialise in helping clients achieve their financial goals through strategic property investments backed by comprehensive market analysis and insights. Our team is dedicated to delivering exceptional results and exceeding client expectations by leveraging cutting-edge technology and industry expertise.
About the Role
As the Property Consultant Manager at InvestorKit, you are responsible for leading and elevating the performance of the Setter division, which includes both Inbound and Outbound Appointment Setters. Reporting to the Head of Sales, your primary focus is to build a high-performing, disciplined, and growth-driven team that consistently delivers consult bookings aligned with business targets.
This role requires you to be deeply involved in the day-to-day performance management, training, and coaching of your team, while also maintaining a strategic view of conversion trends, pipeline health, and lead quality. You will be the central link between Marketing, Closers, and Operations—ensuring leads are followed up with urgency, pre-framing is executed effectively, and setter activities drive the outcomes required for downstream success.
You are expected to set high standards of execution, foster a culture of accountability and energy, and ensure every setter – whether inbound or outbound – is equipped to handle objections, frame client value, and convert leads into quality consults. You’ll also be responsible for ensuring data hygiene, CRM discipline, and consistency in messaging and client interactions across the team.
This is a leadership role that blends hands-on support with strategic influence, and thrives on coaching, operational rigour, and driving results through people.
Reports to: Head of Sales
Location: Hybrid (Sydney-based)
Key Responsibilities
The responsibilities outlined below represent the core expectations of your role. These are subject to review and may evolve over time as the needs of the business grow and change, and we expect you to adapt in step with those shifts. As a leader at InvestorKit, you’re also expected to actively uphold our values, contribute to our mission, and make decisions that support our vision of becoming Australia’s leading buyers agency.
Lead Team Performance and Conversion Outcomes
- Drive daily, weekly, and monthly booking targets across both Inbound and Outbound Appointment Setter teams.
- Ensure every Property Consultant is consistently meeting their consult booking, activity, and quality metrics.
- Identify top and underperforming team members early, addressing performance issues proactively through coaching and escalation to the Head of Sales if needed.
- Regularly refines Setter scripts in collaboration with leadership, and ensures team-wide adherence and application of updated frameworks.
Coaching, Development, and Standards
- Actively coaches Setters on objection handling and script application through call reviews, roleplays, and feedback loops, ensuring skill development across the team.
- Conduct weekly 1-on-1s and regular call spot checks with all team members, providing feedback on tonality, objection handling, system usage, and booking strategy.
- Run structured training sessions to up-skill Setters on outbound techniques, buyer psychology, system navigation, and objection rebuttals.
- Hold the team accountable to pre-framing standards and ensure consistent value alignment in every client conversation.
CRM Hygiene and System Compliance
- Maintain discipline across all CRM workflows, ensuring accurate task setting, pipeline updates, lead notes, and deal status flags.
- Support the Head of Sales in pipeline forecasting by ensuring data integrity and clear visibility on consult booking cadence.
- Proactively monitor and address gaps in follow-up cycles, lead leakage, or misaligned activity.
Collaboration and Cross-Functional Execution
- Work closely with the Senior Property Consultants (Closers) to ensure a clean handover of leads and alignment on campaign objectives.
- Collaborate with Marketing to refine outbound messaging, lead quality feedback, and campaign optimisation based on conversion data.
- Support the Head of Sales in planning and executing new initiatives that elevate pipeline quality and consult volume.
Team Engagement and Culture
- Build and nurture a high-energy, values-aligned team culture that celebrates accountability, healthy competition, and personal growth.
- Model professionalism, resilience, and clarity in all communications, uplifting team performance through consistency and high expectations.
- Play an active role in coaching, recognition, and team initiatives that foster a winning, supportive environment.
Key Performance Indicators
The following Key Performance Indicators apply to your role for the 2025 financial year. These KPIs are reviewed regularly and may be adjusted at the discretion of senior leadership to reflect changes in business needs, performance, market conditions, or divisional capacity.
Quantitative Performance Framework
These KPIs provide a clear and objective framework for performance measurement. They are designed to assess delivery on revenue targets, leadership rhythm, process compliance, and client experience outcomes.
| KPI Area | Metric | Target |
| Sales Contribution | Total Paid Residential Agreements (Net) | 100% of Sales Team Paid Target met, with Setter team contribution aligned to marketing lead flow and conversion targets Net = considers any refunds in calculations. |
| Consult Bookings | Consults Booked by Setter Team | Weekly consult booking target met across combined Inbound and Outbound teams (Set by Head of Sales) |
| Team Set-to-closer show rates | % of Consults Booked that Attend | ≥ 80% team average show rate maintained |
| CRM Management | Pipeline integrity – including notes, lead stages, follow-up tasks | 100% of leads in correct stage with active tasks, notes, and follow-up cycles maintained |
| Coaching Rhythm | Completion of weekly 1:1 coaching sessions with Property and Senior Property Consultants | 100% completion rate weekly, tracked in coaching records |
| Quality Score | ≥ 80% average score across Setter team (based on CUPID / Setter QA framework) | Minimum 2 per rep per week, with feedback delivered and logged |
| Onboarding Performance | Speed to competency of new hires | New hires to be client ready, and conducting calls, at the 4 week mark. Measured by post training capability assessment and call audits. |
| Rep Underperformance | Proportion of team below individual KPI for 2+ months | No more than 25% of team below KPI for more than 2 consecutive months |
Expectations
As a member of our team at InvestorKit we expect you to work towards our vision of becoming Australia’s leading buyers agency, making decisions and taking actions that directly align with our mission to positively impact our clients lives by providing an industry leading client experience that helps them realise their aspirations through property.
We work to outcomes at InvestorKit, focusing on achieving tasks and delivering projects that improve the way we work, the lives of our staff and the financial outcomes of business. We believe that accountability, humility, openness and honesty are fundamental values and behaviours that create success, and we expect our people to have a growth mindset and the ambition to not only be the best version of themselves, but the desire to bring that out of others.
Across your time at InvestorKit you will have moments that will test you, but if you can embrace all of the above then we can guarantee that those moments will lead you to your greatest successes.
Let’s lead the way together and build something truly special.
James Kerr
Head of Growth