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Client Intake Specialist

📅 Sep 11
SalesLead ConversionClient IntakePhone Communication
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📜 Description

  • Respond promptly and professionally to phone inquiries from prospective clients.
  • Engage leads through calls, emails, and texts, building connections and understanding their needs.
  • Recommend relevant family law services and communicate the firm’s value.
  • Guide clients through onboarding and keep their information secure and up to date.
  • Track results, share progress with the team, and follow sales strategies to meet quotas.
  • Maintain a minimum average 35% conversion rate and ensure no leads are missed.

🛠️ Requirements

  • Possesses previous sales experience, preferably in a professional services or law firm setting
  • Has superior computer skills and data entry abilities
  • Ability to handle objections with compassion and skill
  • Articulate with advanced communication skills by phone and email drafting
  • Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
  • Displays a high level of personal accountability
  • High School Diploma or its equivalent, office work experience, and a self-directed work ethic

✨ Benefits

  • 401(k)
  • Paid time off
  • Uncapped performance bonuses
  • Flexible work arrangements, including work from home, office, or hybrid options
  • Regular performance reviews
Full job description

Do you consistently convert leads into retained clients? Do you want a new challenge that rewards your efforts? Do you epitomize “speed to the lead”?

If you answered "yes" to these questions, keep reading.

Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads—no cold calling—thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success.

If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.

WHAT'S IN IT FOR YOU?

⚖️ Join a prestigious, in-demand family law firm where your contributions are valued and your growth is supported.

📍 Work from home, at our office in Orange, California, or choose a hybrid schedule—enjoy the flexibility that fits your life.

💰 Enjoy a competitive $60,000 base salary, unlimited earning potential with uncapped performance bonuses, and regular reviews that reward your achievements.

🚫 Absolutely no cold calling—focus your talents on qualified, interested clients only.

What you will do

  • Be the first friendly voice our clients hear. Respond to phone inquiries promptly and professionally, making every interaction count.
  • Build genuine connections by engaging leads consistently through calls, emails, and texts.
  • Listen actively to understand each client’s needs and recommend tailored solutions from our family law services.
  • Celebrate your results, track your success, and regularly share progress with the team.
  • Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs.
  • Stay organized and efficient by maintaining accurate records and following proven sales strategies.
  • Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support.
  • Keep client information secure and up to date in our modern digital systems.
  • Set high standards for yourself and be rewarded for consistently exceeding quotas.

What success looks like

  • Strive to obtain and sustain a minimum average 35% conversion rate.
  • Streamline sales processes that produce new clients for the law firm.
  • Accolades received by clients.
  • No leads fall through the crack.

Pursuant to California regulation, the annual salary range for this position is $50,000 to $60,000, contingent on relevant experience and education, and includes eligibility for performance-based bonuses.

Requirements

  • Possesses previous sales experience, preferably in a professional services or law firm setting
  • Has superior computer skills and data entry abilities
  • Ability to handle objections with compassion and skill
  • Articulate with advanced communication skills by phone and email drafting
  • Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
  • Displays a high level of personal accountability
  • High School Diploma or its equivalent, office work experience, and a self-directed work ethic

Benefits

401(K), PTO

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