Residency and Citizenship Advisor
You will be an ambassador for our organization, establishing and strengthening relationships with intermediary and direct clients.
Main Responsibilities:
* Raise awareness about our services and solutions by proactively reaching out to potential clients and intermediary partners.
* Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.
* Provide expert advice on residency & citizenship planning to help clients achieve their objectives.
* Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.
* Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.
* Achieve a high success rate in converting sales leads into clients.
* Meet and exceed annual sales targets for assigned jurisdictions.
* Actively expand the existing contact database to identify new opportunities for value creation.
* Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.
* Keep detailed and effective notes on prospect and customer interactions using our CRM system.
* Act as a positive representative of our organization and our brand at industry events and conferences.