Intake Sales Specialist, Bilingual English/Spanish

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

📋 Description

• Respond promptly to incoming leads via phone, email, chat, and other communication platforms.

• Conduct thorough intake calls with prospective clients, collecting case information and evaluating eligibility.

• Quickly establish trust and rapport with leads while providing a professional and compassionate experience.

• Take responsibility for the conversation and confidently steer potential clients toward signing with the firm.

• Utilize consultative selling techniques to articulate the firm’s value, address concerns, and facilitate leads through the decision-making journey.

• Effectively manage objections and diligently follow up with warm and undecided leads.

• Finalize contracts and assist clients throughout the onboarding process from initial contact to signed agreement.

• Accurately record all conversations, updates, and lead activities in the CRM and case management systems.

• Review and oversee new leads, pending contracts, and follow-up opportunities on a daily basis.

• Collaborate with the legal and intake teams to ensure a seamless transition once the client signs.

• Organize contracts, supporting documentation, termination letters, photos, and other intake-related files.

⛳️ Requirements

• Fully bilingual in English and Spanish with excellent verbal communication abilities.

• Demonstrated sales experience in intake, consultative sales, client acquisition, appointment setting, closing, or a similar high-conversion role.

• Strong capability to close deals, manage objections, negotiate, and convert leads into clients.

• Confident and persuasive communicator with a strong sense of urgency and follow-through.

• Experience in client onboarding, lead follow-up, and relationship-building.

• Comfortable in a high-volume, KPI-driven environment.

• Excellent organizational skills and attention to detail.

• Ability to multitask and handle multiple leads without compromising quality.

• Personal injury experience is a significant advantage.

• Familiarity with Filevine, CRM systems, or legal intake processes is a plus.

🏝️ Benefits

• Your PC or laptop (a wired connection to your modem is recommended).

• A noise-canceling headset and a quiet place to work.

• You must provide your own equipment and a stable internet connection.