Sales Associate – Immigration Law
Dalal & Mehta LLC
Sales Associate – Immigration Law
Dalal & Mehta LLC
full-time
Posted on:
Origin: • 🇮🇳 India
Visit company websiteJob Level
JuniorMid-Level
About the role
- Conduct meetings with prospective new clients (PNCs) via phone and video, guiding them toward clarity and consultation enrollment.
- Follow up with PNCs who initially declined and with current clients for quality control calls and interviews.
- Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups.
- Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.
- Manage the welcome process for new clients and ensure smooth onboarding.
- Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case.
- Meet regularly with team members to review performance metrics, intake goals, and lead quality.
- Track and maintain records regarding billable hours spent on specific cases.
- Assist in organizing case filing systems, ensuring documents are properly categorized and accessible.
- Actively engage with management on lead quality and volume, offering insights from your front-line experience.
- Perform other administrative duties as assigned.
Requirements
- Proven experience converting prospects into paying clients for high-ticket professional services (legal, financial, or similar industries preferred).
- Prior experience in immigration intake or paralegal work is highly valued.
- Knowledge of immigration law from past paralegal or intake work.
- Strong ability to empathize with PNCs facing challenging, personal situations.
- Embraces metrics, accountability, and transparency.
- Excellent interpersonal and communication skills across phone, video, and email.
- Strong organizational and time-management skills.
- Lifelong learner with a proven record of self-improvement and sales skill development.
- Exceptional ability to build rapport, identify client needs, and provide appropriate guidance.
- Must thrive in a client-facing, service-oriented role—references required.
- Background and references required.
- Ability to perform some physical activity (typing, filing, light lifting up to 25 lbs).
