Licensed Service Advisor supporting Trellis’s digital insurance agency through policy service, retention, renewals, and consultative cross - selling. Managing customer interactions across phone, email, and SMS.
About the role
- Senior Client Advisor developing VF's immigration services sales in Calgary and across Canada. Generating leads, meeting prospects, and preparing clients for attorney consultations.
Responsibilities
- Own the Canada territory, starting in Calgary
- Meet prospects daily and warm them up ahead of immigration attorney visits every 2 to 3 months
- Bring in and develop your own leads, with the lead source tagged in HubSpot when the contact is created
- Handle Canadian calls jointly with the hiring manager at first, then run your own calls under a 30/60/90-day plan
Requirements
- Experience as an immigration agent in Canada
- Based in Calgary
- Personable, and able to meet prospects in person every day
- Able to bring in their own leads
- Able to travel to Toronto when needed
- Preferred: First-hand experience with an immigration process
- Preferred: Connections with the South Asian community in Toronto
- Full time, independent contractor (via Deel)
Benefits
- Total first-year compensation target: $90,000 to $150,000 USD, with room to grow
- Incentive follows a contribution-margin scale-up model
- Own leads are paid at a higher gross rate than company-sourced leads
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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