Intake Sales Specialist (Spanish Bilingual)

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Requirements:

• Proven Sales Success: Demonstrated experience in sales, cold calling, and commission-based compensation, with a focus on high-volume lead conversion.
• Strong Communication Skills: Confident, persuasive, and empathetic communicator who can build rapport with clients, particularly in emotionally sensitive situations.
• Organizational Skills: Strong time management and organizational skills to ensure no lead is overlooked, and no follow-up is missed.
• Resilience & Goal-Oriented: Ability to handle objections and stay focused on achieving sales targets, while adapting to challenges in a fast-paced environment.
• Tech-Savvy: Comfortable using CRM software, virtual collaboration tools, and legal practice management systems. Familiarity with Lawmatics, Clio Manage, Slack, Zoom, and Loom is a plus.
• Quick Learner: Ability to quickly gain a basic understanding of divorce, family law, and bankruptcy to effectively qualify leads and communicate the firm’s services.
• Team Player: Collaborative, with the ability to work well in a fast-paced environment and contribute positively to the team.
• Ethical & Accountable: Committed to adhering to firm processes, maintaining high ethical standards, and providing excellent client service under pressure.
• At least 15mbps for main internet and at least 10mbps for backup
• A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
• A webcam
• Noise-canceling USB Headset
• Quiet, Dedicated Home Office

Responsibilities:

• Lead Qualification & Conversion: Assess potential clients’ needs across divorce, family law, and bankruptcy areas. Convert leads into scheduled paid consultations with attorneys.
• Sales & Client Communication: Establish trust and communicate the firm’s value proposition to prospective clients. Sell consultations effectively while maintaining empathy and professionalism.
• Follow-up & Case Conversion: After initial consultations, follow up with potential clients to review notes, ensure alignment, and convert them into long-term legal clients on a retainer basis.
• CRM & Documentation: Maintain thorough, accurate records in the firm’s CRM software (Lawmatics), ensuring proper documentation of each step in the intake and sales process. Facilitate seamless handoffs to attorneys.
• Performance Metrics: Meet or exceed key performance benchmarks, including lead conversion rates, response times, and follow-ups, reviewed on a weekly and monthly basis.
• Collaboration: Work closely with attorneys and internal staff to ensure smooth intake and conversion processes, aligning with firm protocols.
• Utilize Technology: Leverage practice management software (Clio Manage), communication tools (Slack, Zoom, Loom), and email platforms (Microsoft Outlook) to stay organized and efficient.
• Structured Sales Process: Follow structured sales and intake protocols while maintaining professionalism, empathy, and high ethical standards.