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Client Advisor
AG Mena
Dubai, UAE
Full-time
Mid-Senior
Onsite
Discovered 3 weeks ago
Inbound lead qualificationSales supportClient servicesEnglishArabicUrdu
Free
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Inbound lead qualificationSales supportClient services
Role Overview
The Client Advisor is a fast, organised, commercially sharp, and client-facing sales support position.
The role is the first point of contact for inbound leads and focuses on rapid response, qualification, consultation booking, and persistent follow-up.
Key Skills for This Role
Inbound lead qualificationSales supportClient servicesEnglishArabicUrdu
Full Job Posting
About AG Mena
AG Mena is a Dubai-based private client advisory firm specialising in citizenship by investment and residency planning.
The firm serves entrepreneurs, investors, and HNWIs across more than 22 countries and has served over 1,000 clients globally.
The Role
The Client Advisor is a fast, organised, commercially sharp, and client-facing sales support position.
The role is the first point of contact for inbound leads and focuses on rapid response, qualification, consultation booking, and persistent follow-up.
What You Will Do
- Respond to every inbound lead within 15 minutes via WhatsApp and email.
- Conduct qualification calls to assess budget, need, urgency, and fit.
- Book qualified prospects into the Managing Partner’s consultation calendar.
- Follow up with every lead at least five times before marking it inactive.
- Reactivate cold leads from the pipeline monthly.
- Send post-consultation follow-ups to keep leads warm until they decide.
- Request referrals from every closed client 30 days after completion.
- Manage and update the CRM in real time so no lead falls through the cracks.
- Provide a daily lead status report to the Managing Partner.
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