Client Intake Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Respond to phone inquiries promptly and in a professional manner.

• Consistently engage with leads through calls, emails, and text messages.

• Assess clients’ needs and recommend customized family law solutions.

• Monitor results and regularly update the team on progress.

• Present the firm’s value proposition to potential clients.

• Maintain precise records and adhere to sales strategies.

• Assist clients throughout the onboarding process.

• Ensure client information is secure and current in digital systems.

• Consistently surpass sales quotas.

• Achieve and maintain a minimum average conversion rate of 35%.

• Optimize sales processes that generate new clients.

• Guarantee that no leads are overlooked.

⛳️ Requirements

• Prior sales experience, ideally in a professional services or law firm environment.

• Excellent computer proficiency and data entry skills.

• Capability to address objections with empathy and expertise.

• Strong communication skills, both by phone and in email correspondence.

• Active listening abilities combined with genuine empathy and authoritative control during calls.

• High degree of personal accountability.

• High School Diploma or equivalent qualification.

• Experience in an office setting.

• Self-motivated work ethic.

🏝️ Benefits

• Flexible work options: work from home, at the office in Orange, California, or choose a hybrid schedule.

• Base salary of $60,000.

• Uncapped performance bonuses.

• Regular performance reviews that recognize and reward achievements.

• No cold calling required.

• 401(K) plan.

• Paid Time Off (PTO).