
Intake Specialist
Posted 6 days ago

Posted 6 days ago
This is a fully remote position, open to applicants in Colombia.
• Engage with leads to ascertain their qualifications by asking targeted questions to identify the ideal A+ client, address relevant legal issues, assess urgency and motivation, and uncover any potential conflicts of interest.
• Filter out unqualified leads using pre-established questions.
• Arrange initial consultations (sales calls) for qualified leads.
• Initiate the pre-engagement process for prospects scheduled for consultations, fostering excitement and urgency to enhance attendance rates.
• Assist every contact through consultations, referrals, or by providing free resources.
• Equip the salesperson with necessary information for effective consultations.
• Draft engagement agreements and manage follow-ups on signatures and payments.
• Maintain communication with leads and prospective clients who either do not schedule, attend, or finalize agreements after consultations.
• Update databases, reports, and spreadsheets to track calls, qualified leads, consultations, referral sources, and essential metrics.
• Act as the firm’s initial point of contact for potential new clients.
• Collaborate closely with the sales team and Firm Administrator under the supervision of an attorney.
• Proficient in both Spanish and English (spoken and written).
• Previous customer service experience is mandatory.
• Background in sales; must be energetic and professional.
• Familiarity with a CRM, especially in data tracking and reporting, is required.
• Education or work experience equivalent to a bachelor's degree. While a degree is beneficial, it is not a strict requirement.
• Understanding of the legal industry is a plus.
• Personal experience, including overcoming significant challenges or making crucial life changes, is advantageous.
• Schedule: Monday to Friday
• Work Modality: 100% Work from Home
• Job Security: Indefinite Term Contract (Término Indefinido)
• Full Benefits: Comprehensive Colombian legal benefits (Prima, Cesantías, EPS, etc.)
• Growth: Opportunity for advancement within a US immigration law firm
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