Position Overview
You will drive Golden Visa and Will Services sales for local and international HNWIs. You will manage clientqueries, prepare applications and will documentation, and guide clients through every step. This role blendstelecalling with multi-channel outreach to deliver a white-glove journey and excellent customer service.
Your aim is to close sales, maintain client relationships, and meet targets that support our businessobjectives.
The role also carries customer service and objection handling. You will meet clients in person when neededand manage agency and legal partner relationships.
Responsibilities
- Lead Management: Reach out to all leads by phone, email, and other channels to promote our GoldenVisa and Will Services.
- Client Inquiries: Answer prospective client questions on eligibility, requirements, process, and benefits.
- For Golden Visa, cover the investor, skilled, and talent categories.
- For Wills, explain estate planningbasics, DIFC and Abu Dhabi non-Muslim wills, guardianship, and asset distribution.
- Client Coordination: Keep a consistent follow-up schedule to hold leads engaged. Coordinate betweenclients, agencies, legal partners, and registries for timely submission and processing of visa applicationsand will drafting and registration.
- CRM Management: Track every lead and case through the pipeline in Salesforce.
- Document Preparation: Prepare and organize the documents, forms, and reports needed for Golden
- Visa applications and will drafting and registration.
- Data Management: Maintain and update customer databases.
- Record Keeping: Log all client interactions for accurate records, follow-up, and analysis.
- Objection Handling: Address concerns on cost, process, and legal questions, and meet clients in personto close.
Required Skills
- Advanced English required, with Russian, Turkish, or Arabic a strong advantage
- Excellent communication and interpersonal skills
- Ability to explain legal and estate planning concepts in plain terms
- Highly motivated and target-oriented
- Proven track record in telesales
- Experience with CRM software, Salesforce preferred
Good To Have Skills
- Prior knowledge of the UAE Golden Visa process
- Prior knowledge of DIFC or Abu Dhabi Will registration and estate planning
- Prior knowledge of company setup in the UAE
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