Client Intake Specialist

Jobtailor; Deutschland; Remote; EUR 45.000 - 60.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks a proactive Sales Advocate to engage prospects and grow client base for professional services. You will respond to inquiries, qualify leads, and guide prospects through onboarding.

Key duties include prompt communications via phone, email, and texts, maintaining accurate records, and consistently exceeding quotas through effective conversion strategies. You will collaborate with the team, use digital systems, and uphold data integrity.

Qualifikationen

• Previous sales experience in professional services or law firm settings.
• Superior computer skills and accurate data entry abilities.
• Ability to handle objections with compassion and skill.
• Advanced phone and email communication abilities.
• Active listening with empathy and assertive call control.
• High level of personal accountability and reliability.
• Office work experience and self-directed work ethic.

Aufgaben

• Respond promptly and professionally to phone inquiries.
• Engage leads consistently through calls, emails, and texts.
• Understand clients' needs and recommend tailored family law solutions.
• Track results and regularly share progress with the team.
• Showcase the firm's value to prospective clients.
• Maintain accurate records and follow sales strategies.
• Guide clients through the onboarding process.
• Keep client information secure and up to date in digital systems.
• Consistently exceed quotas.
• Sustain a minimum average 35% conversion rate.
• Streamline sales processes that produce new clients.
• Ensure no leads fall through the cracks.

Kenntnisse

Sales Experience

Advanced Communication Skills

Client Onboarding

Data Entry Abilities

High Level of Personal Accountability

Ausbildung

High School Diploma

Tools

Digital Systems

Jobbeschreibung

• Respond promptly and professionally to phone inquiries
• Engage leads consistently through calls, emails, and texts
• Understand clients' needs and recommend tailored family law solutions
• Track results and regularly share progress with the team
• Showcase the firm's value to prospective clients
• Maintain accurate records and follow sales strategies
• Guide clients through the onboarding process
• Keep client information secure and up to date in digital systems
• Consistently exceed quotas
• Sustain a minimum average 35% conversion rate
• Streamline sales processes that produce new clients
• Ensure no leads fall through the cracks

Requirements

• Previous sales experience, preferably in a professional services or law firm setting
• Superior computer skills and data entry abilities
• Ability to handle objections with compassion and skill
• Advanced communication skills by phone and email drafting
• Active listening with genuine empathy and authoritative control of phone calls
• High level of personal accountability
• High School Diploma or its equivalent
• Office work experience
• Self-directed work ethic

Core Competencies

Demonstrates expertise in client engagement and sales strategies within a professional services environment, with a strong focus on communication, empathy, and maintaining accurate records. Proven ability to exceed sales quotas and streamline processes to enhance client acquisition.

Highest-signal resume keywords

• Sales Experience
• Advanced Communication Skills
• Client Onboarding
• Data Entry Abilities
• High Level of Personal Accountability

Hard Skills

• Sales Strategies
• Client Engagement
• Record Keeping
• Conversion Rate Management
• Objection Handling

Soft Skills

• Active Listening
• Empathy
• Self-Directed Work Ethic

Certifications & Qualifications

• High School Diploma

Industry Keywords

• Professional Services
• Law Firm
• Client Acquisition
• Sales Quotas

Tools & Technologies

• Digital Systems