Sales Specialist

Tdotimm; Toronto; On-site; CAD 48,000 - 64,000; Full time

Job summary

TDOT Immigration is seeking a Sales Specialist to manage incoming leads and guide prospective clients through the consultation booking and engagement process. The successful candidate will respond to inquiries, qualify prospects, maintain accurate CRM records, coordinate consultations, and follow up on prospective clients to support business growth.

This role requires strong communication, relationship-building, and follow-up skills.

Qualifications

• Previous experience in sales, lead management, business development, customer service, or appointment setting.
• Strong communication, persuasion, and relationship-building skills.
• Experience managing leads and follow-ups through a CRM or similar system.
• Strong organizational skills and the ability to maintain an accurate sales pipeline.
• Ability to manage multiple inquiries and follow-up deadlines.
• Experience tracking sales targets, consultation bookings, and conversion rates.
• Confidence communicating through telephone, email, WhatsApp, and other approved channels.
• Ability to handle client objections professionally and identify suitable next steps.

Responsibilities

• Respond promptly to new leads via social media, website, telephone calls, WhatsApp, referrals, and other approved channels.
• Create and maintain complete and accurate lead records in the company’s CRM.
• Contact prospective clients to understand their basic requirements using approved intake questionnaires.
• Collect relevant preliminary information and route prospects to the appropriate consultation category and immigration professional.
• Explain consultation options, fees, booking procedures, and payment requirements using approved information.
• Coordinate consultation scheduling and follow up on incomplete bookings and pending payments.
• Ensure required pre-consultation questionnaires and basic information are collected before appointments.
• Maintain accurate records of lead sources, communication history, consultation bookings, and follow-up actions.
• Record consultation outcomes and identify the appropriate next commercial action.
• Follow up with prospective clients regarding retainers, approved service proposals, and outstanding engagement steps.
• Maintain a structured follow-up and nurture pipeline for prospects who may be ready to proceed at a later date.
• Track lead status, consultation conversions, retainer conversions, lost opportunities, and reasons for non-conversion.
• Re-engage suitable prospective clients through approved follow-up methods and communication schedules.Coordinate with the Client Intake Team to ensure a smooth transition once a client agrees to proceed.
• Work with the Operations Team to ensure that prospects are directed to the correct service and professional.
• Prepare regular reports on lead volumes, response times, consultation bookings, conversion rates, and pipeline status.
• Identify recurring lead objections, common inquiries, and opportunities to improve the client acquisition process.
• Maintain professional communication and protect confidential client information.
• Ensure all sales communications follow company-approved processes and do not include unauthorized immigration advice or promises of outcomes.
• Perform additional sales, client coordination, and reporting duties as assigned by management.

Skills

Sales experience

CRM management

Lead management

Customer service

Communication skills

Organizational skills

Relationship-building

Tools

CRM software

Job description

• Employment Type: Full-time
• Location: North York, ON
• Reports to: Head of Operations

Job Summary

TDOT Immigration is seeking a Sales Specialist to manage incoming leads and guide prospective clients through the consultation booking and engagement process. The successful candidate will respond to inquiries, qualify prospects, maintain accurate CRM records, coordinate consultations, and follow up on prospective clients to support business growth.

This role requires strong communication, relationship-building, and follow-up skills. The successful candidate will help convert qualified leads into consultations and retained clients while ensuring that all client interactions are professional, timely, and accurately documented.

Duties

• Respond promptly to new leads received through social media, the website, telephone calls, WhatsApp, referrals, and other approved channels.
• Create and maintain complete and accurate lead records in the company’s CRM.
• Contact prospective clients to understand their basic requirements using approved intake questionnaires.
• Collect relevant preliminary information and route prospects to the appropriate consultation category and immigration professional.
• Explain consultation options, fees, booking procedures, and payment requirements using approved information.
• Coordinate consultation scheduling and follow up on incomplete bookings and pending payments.
• Ensure required pre-consultation questionnaires and basic information are collected before appointments.
• Maintain accurate records of lead sources, communication history, consultation bookings, and follow-up actions.
• Record consultation outcomes and identify the appropriate next commercial action.
• Follow up with prospective clients regarding retainers, approved service proposals, and outstanding engagement steps.
• Maintain a structured follow-up and nurture pipeline for prospects who may be ready to proceed at a later date.
• Track lead status, consultation conversions, retainer conversions, lost opportunities, and reasons for non-conversion.
• Re-engage suitable prospective clients through approved follow-up methods and communication schedules.Coordinate with the Client Intake Team to ensure a smooth transition once a client agrees to proceed.
• Work with the Operations Team to ensure that prospects are directed to the correct service and professional.
• Prepare regular reports on lead volumes, response times, consultation bookings, conversion rates, and pipeline status.
• Identify recurring lead objections, common inquiries, and opportunities to improve the client acquisition process.
• Maintain professional communication and protect confidential client information.
• Ensure all sales communications follow company-approved processes and do not include unauthorized immigration advice or promises of outcomes.
• Perform additional sales, client coordination, and reporting duties as assigned by management.

Qualifications

• Previous experience in sales, lead management, business development, customer service, or appointment setting.
• Strong communication, persuasion, and relationship-building skills.
• Ability to engage prospective clients professionally and understand their service requirements.
• Experience managing leads and follow-ups through a CRM or similar system.
• Strong organizational skills and the ability to maintain an accurate sales pipeline.
• Ability to manage multiple inquiries and follow-up deadlines.
• Experience tracking sales targets, consultation bookings, and conversion rates.
• Confidence communicating through telephone, email, WhatsApp, and other approved channels.
• Ability to handle client objections professionally and identify suitable next steps.
• Strong written communication and record-keeping skills.
• Ability to work toward measurable targets while maintaining service quality and ethical sales practices.
• Experience in immigration, legal, or professional services is an asset.

Job Type: Full-time

Ability to commute/relocate

• North York, ON: Reliably commute or plan to relocate before starting work (required).

Experience

• Sales, lead management, or customer service: preferred.
• CRM and sales pipeline management: preferred.
• Immigration, legal, or professional services: an asset.

Work Location: Primarily in person, North York, ON.