Diogenes Investing is the Investment Manager for Diogenes Funds Management, which has launched its first fund focused on specialist disability accommodation. We offer retail investors the opportunity to invest in their own purpose built home or participate in a fund that delivers both financial returns and social impact by supporting high-quality housing for Australians with disability.

We are seeking an individual with excellent customer service skills and a genuine desire to achieve the best outcome for both our clients and our business. The role critically supports our Investor Support Team and focuses on qualifying inbound investor leads provided by the company — no cold calling or lead generation required. You'll engage directly with prospective investors, answer general questions, determine the investment opportunity they are interested in, and facilitate introductions to our sales team.

Key responsibilities will include:

· Receiving inbound calls from potential investors who have enquired about the Fund’s products or purchasing a property directly.

· Engaging in consultative, relationship -based conversations to determine investor needs.

· Setting appointments for qualified investors with either our Sales Team or Investor Support Team depending on their requirements.

· Making outbound calls to follow up investors who require assistance in their investment journey.

· Inviting investors to attend investor information webinars.

· Maintain accurate records of client interactions and activities.

· Collaborate with internal teams to ensure a seamless experience.

· Work towards targets and KPIs

What we are looking for:

· Experience in phone-based sales or investor engagement, ideally within financial services or funds management industry

· Understanding of property investment or real estate markets

· Excellent communication and interpersonal skills

· Strong organisational and time management skills

· Comfortable working in a collaborative team environment

· Sound understanding of regulatory environment regarding financial products

· RG146 qualification highly desirable (or willingness to undertake this).

What we offer:

· Flexible work arrangements (work from anywhere)

· Strong product support

· Opportunity to be part of a purpose-driven fund with real social impact.