Intake Sales Specialist

Profile

Intake Sales Specialist
The candidate will ensure operational excellence and handle a large volume of incoming client calls. Screen telephone calls before scheduling an attorney-client consultation. Persistently monitor all potential new client inquiries (email, internet, phone and referrals). Immediately contact every potential client and establish relationship with client. Update logs and reporting systems to reflect status of all potential new clients. Conduct potential new client interviews with genuine empathy and compassion. Schedule appointments for potential clients. Take accurate notes during the attorney-client initial consultation. Collaborate with attorneys to complete the initial consultation process. Assist attorneys with administrative tasks related to opening new cases and maintaining databases. Follow instructions from the supervising attorney and perform accordingly. Write emails, transcribe notes, research legal documents, fax, copy, and create spreadsheets (can maintain complex spreadsheets). Should have 3+ years of sales experience, customer service experience is a major plus. Spanish skills are required.

Closing Date: May 31, 2023

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