Sales Executive – Golden Visa & Will Services

About the role

You will drive Golden Visa and Will Services sales for local and international high‑net‑worth individuals, managing client queries, preparing applications and documentation, and guiding clients through every step of a white‑glove journey.

Key responsibilities

• Lead Management: Reach out to leads via phone, email and other channels to promote Golden Visa and Will Services.
• Client Inquiries: Answer prospective client questions on eligibility, requirements, process and benefits for Golden Visa and Wills.
• Client Coordination: Keep a consistent follow‑up schedule and coordinate between clients, agencies, legal partners and registries.
• CRM Management: Track every lead and case through the pipeline in Salesforce.
• Document Preparation: Prepare and organise documents, forms and reports needed for visa applications and will drafting.
• Data Management & Record Keeping: Maintain customer databases and log all client interactions for accurate records.
• Objection Handling: Address concerns on cost, process and legal questions, meeting clients in person to close sales.

Required profile

• Advanced English required; Russian, Turkish or Arabic a strong advantage.
• Excellent communication and interpersonal skills with the ability to explain legal and estate‑planning concepts in plain terms.
• Highly motivated, target‑oriented and proven track record in telesales.
• Experience with CRM software; Salesforce preferred.

Required skills

• Salesforce
• CRM software