Intake Specialist

About the Role
We are looking for an Intake Specialist to handle inquiries from potential clients, assess their needs, and help qualified prospects become clients.
The ideal candidate has sales experience, communicates well, and can follow up with leads, answer questions, and guide prospects through the intake process.

Key Responsibilities

• Contact potential clients and conduct initial phone consultations.
• Ask questions to understand client needs and determine if they meet intake requirements.
• Explain the firm's services, fees, and next steps using approved information.
• Answer questions and address client concerns.
• Handle objections and help qualified prospects move forward.
• Follow up with leads who have not made a decision.
• Guide prospects through the intake and onboarding process.
• Update lead information and call notes in the CRM.
• Track follow-ups, pending requirements, and conversion results.
• Coordinate with the team to ensure a smooth handoff to the next stage.
• Meet assigned sales and lead conversion targets.
• Handle confidential client information responsibly.

Qualifications

• Previous experience in sales, telemarketing, lead qualification, customer service, or client intake.
• Strong spoken and written English skills.
• Good communication, listening, and persuasion skills.
• Ability to handle objections professionally.
• Strong organizational skills and attention to detail.
• Ability to manage multiple leads and follow up on time.
• Familiarity with CRM systems and phone platforms.
• Ability to work independently in a remote environment.
• Professional when handling confidential information.
• Preferred Qualifications:
• Experience in a law firm or legal intake.
• Experience meeting sales targets or converting leads.
• Spanish-speaking ability.

What We Offer

• Fully remote work.
• Opportunities to develop sales and client management skills.
• Clear responsibilities and performance goals.

How to Apply
Please submit your resume, highlighting your experience in sales, client intake, lead qualification, or customer service.
Include examples of how you have handled prospective clients, followed up on leads, or met sales targets.

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