Consultation Executive (Canada Immigration)

About Cross Cosmic Immigration Services

Cross Cosmic Immigration Services Inc. is a licensed Canadian immigration consultancy regulated by the College of Immigration and Citizenship Consultants (CICC). Our dedicated RCIC-authorized team guides clients through pathways like Permanent Residence, Work and Study Permits, Provincial Nominee Programs, Employer-Driven Pathways, Family Sponsorship, and other immigration-related services for Canada.

Primary Responsibilities

• Engage with new leads sourced via Meta Ads, Facebook, Instagram, LinkedIn, website inquiries, referrals, and various marketing avenues.
• Make a minimum of 100+ outbound phone calls daily to connect with potential clients and sustain lead engagement.
• Respond promptly to inbound queries via phone, WhatsApp, email, and social media platforms.
• Assess prospects’ eligibility by evaluating education, work history, language proficiency, age, current country, and immigration objectives.
• Understand client needs to suggest suitable consultation options.
• Explain consultation procedures and available service packages to leads.
• Book appointments with RCIC consultants using company scheduling tools and coordinate meetings via Google Meet or in-person.
• Confirm and remind clients about their appointments, minimizing no-shows through proactive follow-ups.
• Communicate high-level information about Canadian immigration routes, without dispensing legal advice reserved for licensed RCICs.
• Manage professional handling of client objections and foster a positive customer experience during pre-sales engagement.
• Build client trust and rapport throughout the consultation journey.
• Maintain detailed and up-to-date records of all interactions in Zoho CRM, including follow-up dates, call outcomes, meeting status, lead stages, and relevant notes.
• Timely follow-up on interested prospects, re-engagement of dormant leads, and conversion of qualified leads into scheduled consultations.
• Liaise closely with RCIC consultants, Pre-Sales Manager, and Filing Team to share necessary client information ahead of consultations.

Candidate Requirements

• Exceptional spoken English communication skills and strong proficiency in Hindi; knowledge of Punjabi, Gujarati, or French is advantageous.
• Excellent interpersonal abilities complemented with negotiation and consultative selling talents.
• Effective phone etiquette, active listening, and a customer-oriented communication style.
• Disciplined in regular follow-up routines along with strong organizational and time management capabilities.
• Familiarity with CRM software; experience with Zoho CRM is preferred.
• Basic computer skills including Google Workspace and Microsoft Office proficiency.
• Graduate in any field.
• Previous experience in Immigration, Travel, Aviation, Education, Banking, Insurance, or BPO Sales sectors is desirable.
• A minimum of 2 years of direct customer-facing experience is required.

Preferred Background Experience

• Immigration consultancy, overseas education services, visa processing, telecalling, inside sales, customer support, appointment scheduling, or lead generation roles.

Key Performance Indicators (KPIs)

• Achieve at least 100 outbound calls per working day.
• Engage in regular meaningful conversations with clients.
• Generate qualified leads and successfully book consultations.
• Maintain high consultation attendance (show-up) rates.
• Ensure timely and accurate CRM data management.
• Complete follow-ups consistently to convert inquiries into confirmed consultations.
• Ensure client satisfaction and comply with company standard operating procedures and quality benchmarks.

Contact Information

Email correspondence can be directed to Shubham@crosscosmic.com.