Lead Qualifier Citizenship & Residency by Investment

Job Summary

The Lead Qualifier is responsible for engaging with prospective clients, assessing their eligibility and investment goals, and qualifying leads for Citizenship and Residency by Investment programs. The role involves conducting initial consultations, maintaining accurate CRM records, and share qualified leads with the sales team to support sales growth.

Key Responsibilities

• Contact and qualify inbound and outbound leads.
• Assess client eligibility, investment budget, nationality, and objectives.
• Identify suitable CBI/RBI program opportunities.
• Schedule appointments for Senior Investment Consultants.
• Maintain accurate CRM records and follow up with prospects.
• Collaborate with Sales, Marketing, and Compliance teams.
• Ensure compliance with company policies.

Requirements

• 2+ years of experience in lead qualification, sales, or customer service.
• Excellent communication and relationship-building skills.
• Experience with CRM systems.
• Knowledge of Citizenship/Residency by Investment, immigration, or financial services is an advantage.
• English proficiency; additional languages are a plus.