Intake Sales Specialist
Four Corners Legacy Law
- Chatham, Illinois, United States
- Chatham, Illinois, United States
Über
The Role The Intake Sales Specialist owns the top of the client funnel—managing inbound leads, qualifying prospects, and converting them into scheduled consultations.
This is a high-accountability, performance-driven role. Success is measured by responsiveness, qualification accuracy, and scheduled & held appointments—not activity alone.
You will fully own the pipeline from initial inquiry through scheduled consultation, ensuring no qualified lead is lost due to delay, disorganization, or lack of follow-through. This role requires a proactive, results-driven professional who is comfortable actively pursuing opportunities, not simply responding to inbound inquiries. Success in this position requires persistence, urgency, confident follow-up, and the ability to consistently move prospective clients toward action through structured outreach and relationship-driven communication.
What You’ll Do Lead Management & CRM Ownership
Manage all inbound leads with immediate response and structured follow-up
Ensure every lead has a clear next step—no gaps, no missed opportunities
Intake & Qualification
Conduct structured intake calls (~15 minutes) to assess fit and readiness
Guide conversations with clarity and confidence toward scheduling
Protect attorney time through strong qualification discipline
Drive qualified leads through the consultation pipeline by scheduling strategy sessions for attorneys and maintaining consistent follow-up throughout the process
Reinforce value and expectations to drive strong show rates
Ensure clean, accurate handoff for attorney meetings
Follow-Up & Engagement
Execute persistent, structured follow-up across phone, text, and email
Actively pursue unresponsive or stalled leads with professionalism and urgency
Drive pipeline movement through confident outreach and relationship-building communication
Maintain momentum throughout the sales process rather than waiting for leads to re-engage independently
Ensure prospective clients are prepared and positioned for a productive consultation
What We’re Looking For
3+ years in intake, client acquisition, appointment setting, or similar role
Proven ability to proactively pursue leads, overcome hesitation or lack of responsiveness, and consistently drive qualified leads toward scheduled appointments
Exceptional organization, responsiveness, and follow-through
Strong communication skills with confidence and control in conversations
Self-directed, high-accountability performer who takes ownership of outcomes
Comfortable in a metrics-driven, performance-focused environment
Tools & Systems You will primarily work within
Zoho CRM for lead and pipeline management
Zoho Bookings tool to manage consultations and follow-ups
Dialpad for call handling and tracking
Microsoft 365 (Word, Excel, PowerPoint, OneDrive, SharePoint, Teams) for internal operations and document management
Google Calendar for scheduling and calendar management
Compensation : $45,000-$65,000 annually and/or $21.63-31.25 hourly, inclusive of performance-based bonus opportunities tied to qualified and held consultations.
Paid Time Off to maintain work-life balance
Health Insurance contribution to support your well-being
Simple IRA Plan with 3% company match
Ongoing training and professional development
Location & Schedule
Office Locations : Albany, NY and Chatham, NY
Work Type : In-person with possible hybrid
Schedule : Full-time, Monday-Friday
Performance Expectations
Speed-to-Lead: All new leads contacted same day
Pipeline Discipline: Every lead tracked, managed, and progressed
Scheduling Performance: Strong lead-to-consultation conversion and show rates
Execution: High-volume outreach with structured daily workflow
Ownership: Full accountability for results within the CRM
What Success Looks Like In this role, success means consistently converting qualified leads into scheduled and held consultations while maintaining a fully managed, organized pipeline. You are responsive, proactive, and in control of every lead from first contact through scheduling, ensuring no opportunity is lost.
How We Operate (Non-Negotiables)
Competitive Greatness – You perform at a high level, consistently
Always Be Growing – You seek feedback and continuously improve
Unimpeachable Character – You operate with integrity and accountability
Sincere Candor – You communicate directly, respectfully, and with purpose
Do Work That Protects Families and Drives Results
Play a direct role in helping families protect what matters most
Operate with autonomy and ownership—not micromanagement
Be part of a high-standard, growth-focused team
Do work that is both impactful and measurable
More About Four Corners Legacy Law We are redefining what it means to practice estate planning. We are not a high-volume, transactional law firm—we are a boutique, relationship-driven practice built on the belief that this work matters deeply. Every plan we create, every conversation we lead, and every client we serve has a lasting impact on families, futures, and legacies.
This is a firm for professionals who want their work to mean something.
Our approach is intentionally personal. We don’t move clients through a process—we guide them through a thoughtful, high-touch experience designed to bring clarity, confidence, and peace of mind. We take the time to truly understand each client’s goals and values, and we deliver with a level of care, precision, and professionalism that sets us apart.
What makes us different is not just what we do—it’s how we do it.
We operate with a standard of excellence that is both client-focused and performance-driven. Our culture is built on accountability, growth, and ownership, paired with genuine care for the people we serve and the team we build. We are deliberate about creating an environment where high performers can thrive—where expectations are clear, standards are high, and the work is both meaningful and rewarding.
If you are someone who takes pride in delivering exceptional experiences, values precision and follow-through, and wants to be part of a firm that is building something differentiated and impactful—this is the work, and the environment, you’ve been looking for.
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Sprachkenntnisse
- English
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