Are you a proactive, friendly, persuasive person? Do you enjoy ensuring that every client has a completely positive experience?
The Legal Intake Sales Associate plays a critical role in our client acquisition process. As an Intake Associate, you will be responsible for engaging with potential clients, understanding their needs, and guiding them through the initial consultation process. This position requires a blend of sales acumen and social services sensitivity to ensure that each client feels valued and understood.
In this role, you will conduct scheduled and unscheduled intake meetings with potential new clients over the phone to understand their point of view, make them feel comfortable and cared for, and decide whether or not to provide them with a free consultation. You will guide potential clients through our detailed intake process, which includes collecting key information, scheduling consultations, answering questions, drafting and sending retainer agreements, and following up. Additionally, you will work collaboratively with your team to achieve weekly goals while also striving for your own individual goals. Additionally, you will assist management, staff, and attorneys with various administrative duties related to our intake process and other firm initiatives.
As an ideal candidate, you are comfortable managing multiple tasks at once and can seamlessly transition from one task to another. You can be present with clients and take detailed notes simultaneously. You are proficient with software and can quickly learn new programs. You have some experience in sales, customer service, or social services and are familiar with diligently following up and advancing prospects/tickets across multiple stages of a pipeline. Bonus points if you have experience in the family law space and understand the nuances, language, and tools of a family law firm.
The schedule is Monday – Friday, 8:30AM – 5:00 PM. Overtime hours may be required.
The anticipated compensation range for this role in San Diego, is $23 - $25 per hour.