About the role
Deal Advisor – Coldwell Banker Realty
The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem-solving. The Deal Advisor ensures agents have the guidance and tools needed to navigate complex transactions, comply with legal requirements, and build their business.
Key Responsibilities
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Approve all documents in Transaction Manager for assigned territory, ensuring accuracy and compliance with company standards and state regulations.
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Review and sign listing agreements and disclosures, ensuring compliance with company and regulatory standards.
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Review and authorize form modifications as needed for transactions.
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Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections.
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Respond to agent inquiries on transactions, contracts, and representation through email, phone, and/or virtual meetings.
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Address agency questions and provide guidance on disclosure requirements to agents.
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Track and document all agent interactions using the company-provided systems, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement.
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Conduct in-person and virtual training sessions on transaction processes, local contract management, common errors and issues, coaching, adapting content to meet agent needs.
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Provide strategic guidance on commission and fee discussions, including coaching agents on objection handling during commission negotiations for listings. (Note: This does not include discussions about an agent’s commission split with the company, which remains the responsibility of the Branch Leader.)
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Present content and field Q&A at sales meetings to support agent understanding and engagement.
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Collaborate with sales leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture.
Skills and Qualifications
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Active Broker’s license in the state of service required.
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Minimum 5-7 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required.
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Ability to multi-task on a daily basis, transitioning between responsibilities.
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Exceptional communication skills—able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues.
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Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records.
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Collaborative mindset, open to feedback and eager to share knowledge and learn from others.
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Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth.
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Proficiency with Microsoft Office and internet platforms.
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