Intake Sales Specialist - Remote

Overview

We are looking for an Intake Sales Specialist to join our team. This position is ideal for a bilingual (Spanish-English) professional with a proven track record in high-performance sales, particularly in a legal or customer service setting. The Intake Sales Specialist will play a critical role in converting leads, building rapport with prospective clients, and ensuring a seamless transition to legal representation.

In Short

• Lead Qualification & Conversion: Assess potential clients’ needs across divorce, family law, and bankruptcy areas.
• Sales & Client Communication: Establish trust and communicate the firm’s value proposition to prospective clients.
• Follow-up & Case Conversion: Follow up with potential clients to convert them into long-term legal clients.
• CRM & Documentation: Maintain thorough records in the firm’s CRM software (Lawmatics).
• Performance Metrics: Meet or exceed key performance benchmarks.
• Collaboration: Work closely with attorneys and internal staff.
• Utilize Technology: Leverage practice management software and communication tools.
• Structured Sales Process: Follow structured sales and intake protocols.

Requirements

• Bilingual (Spanish-English) proficiency.
• Proven track record in high-performance sales.
• Experience in legal or customer service settings.
• Strong communication and interpersonal skills.
• Ability to work collaboratively with attorneys.
• Familiarity with CRM software.
• Strong organizational skills.
• High ethical standards and professionalism.

Benefits

• Opportunity to work in a dynamic legal environment.
• Professional development opportunities.
• Collaborative team culture.
• Flexible work arrangements.