THE ROLE:
This position requires a person who is positive, energetic, compassionate, and friendly, who enjoys talking to people, and with a natural inclination to want to help anyone they’re talking to. Since telephone correspondence is a core and significant responsibility of this position, and since it will consume a significant amount of your time every day, excellent phone etiquette and corresponding confidence are necessary.
Duties and Responsibilities:
- Assist with calling and taking calls from potential new clients, completing intake, converting clients, conducting scheduled consultations to convert clients
- Responsible for Cold Calls, CRM management, Completion of Fee Agreements, Collecting Retainers, Conduct Phone Consultations with PNC's, other duties as necessary, and Meet monthly KPI's
Client Intake Specialist Qualifications:
- Solid Experience in Sales- 2 years above
- Customer Service 2 years above
- 3 years above legal background experience (highly preferred)
- Microsoft Office
- High School Graduate
- Experience in Calendaring
- Strong Communication Skills
- Strong Organizational Skills
- Experience using software and tools like CRM, Microsoft Office 365, Slack, VOIP
Job Location:
Fully remote. Firm offices are located in CA
Perks and Benefits
- $20-30/hour with raises as proficiency is demonstrated
- Medical and vision
- STD and LTD
- 401K will be added soon
- PTO after 180 days
- Discretionary bonuses case by case and based on Firm's ability to pay
- Coaching, professional dues, continuing education, career development
- Fully Remote
We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Cold calling: 2 years (Preferred)
- Sales: 2 years (Preferred)
Work Location: Remote