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Intake Specialist
The-Lisinski-Law-Firm
- New York, New York, United States
- New York, New York, United States
Über
About the Role The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves creating a connection and gathering information to best assess client needs and ensure a smooth entry into the firm. The Intake Specialist plays a crucial role in driving revenue by delivering the highest quality service to our clients. When not engaged in client consultations, the Intake Specialist proactively conducts outbound calls to schedule future appointments to maintain a consistent pipeline of qualified leads.
Your Key Contributions
Conduct one‑on‑one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney‑approved guidelines, and close the engagement with confidence and empathy.
Meet or exceed individual KPI targets including lead‑to‑client conversion rate, down payment collected, case value, and speed‑to‑sign.
Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm’s selling framework. Involve a manager for approved exceptions only.
Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training.
Follow up relentlessly. Maintain consistent, structured follow‑up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.
Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non‑standard payment plans.
Manage the full consultation‑to‑conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign‑up appointment, and send the client contract.
Maintain accurate and timely records of all consultations, dispositions, and follow‑up activities in the firm’s CRM (Litify/Salesforce) and telephony platform (Amazon Connect).
Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.
In every interaction, embody the firm’s commitment to dignity, access, and empowerment.
What Makes You a Great Fit
Action Oriented‑ Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision.
Collaborates‑ Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over‑reliance on escalation.
Resourcefulness‑ Effectively uses available tools, training, guidelines, and follow‑up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation.
Instills Trust‑ Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services.
Proficient with Microsoft Office Suite or related software
Minimum Education and Experience
High School diploma or equivalent experience
1‑3 years of demonstrated, quota‑carrying consultative sales experience— in person, over the phone, or both
Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred
Work Schedule We are seeking to fill various shifts and schedules. Schedules may include Monday to Friday or Tuesday to Saturday. Shifts may include 9 AM - 6 PM, 10 AM - 7 PM, or 11 AM - 8 PM. All times are in Eastern Time. Final schedules will be assigned upon hire based on business and team needs.
Training schedule is Monday through Friday 9 AM - 5 PM Eastern Time.
Equipment Requirements For PC Users:
A modern processor (Intel Core i5 or AMD Ryzen 5 from the last few years)
Windows 11 (kept up to date)
For Mac Users:
A modern processor (Apple M1 chip or a recent Intel Core i5)
A recent macOS (Ventura or newer)
For Everyone:
At least 8 GB of memory (RAM) to run applications smoothly
A fast hard drive with sufficient available storage
How You’ll Benefit
All official/public holidays (per local law)
Annual paid vacation
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Sprachkenntnisse
- English
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