Intake Specialist/Sales Representative Richmond

The Law Office of Bryan Fagan; Richmond; On-site; GBP 22,000 - 38,000; Full time

Job summary

A legal services provider in Richmond is seeking energetic Sales Representatives/Ambassadors to join their Intake Team. The role involves client communication and guiding prospective clients through the initial legal process. Candidates should have customer service expertise and sales experience, along with proficiency in CRM software. This position offers competitive pay, bonuses, and a dynamic work environment.

Benefits

Competitive pay

Performance-based bonuses

Ongoing training and development

Medical, dental, vision benefits

401K with company match

Life insurance

Qualifications

• 2+ years of sales experience in a legal intake specialist role or similar.
• Strong communication skills for client interactions.
• Ability to maintain client service standards.

Responsibilities

• Conduct initial consultations to assess clients' legal needs.
• Schedule appointments for qualified leads.
• Communicate with clients through various channels.

Skills

Client communication

Customer service

Sales

Data entry

CRM software proficiency

Education

High School diploma or equivalent

Associate or bachelor's degree

Tools

MS Office

Google Suite

HubSpot

Job description

The Law Office of Bryan Fagan, PLLC is growing! We are seeking energetic and enthusiastic Sales Representatives / Ambassadors to join our dynamic Intake Team. This role serves as one of the first points of contact for prospective clients, playing a vital part in evaluating leads, qualifying prospects, and guiding individuals through the initial legal intake process.

If you thrive in a fast-paced environment, enjoy connecting with people, and take pride in delivering an exceptional client experience — this is the opportunity for you!

Our Outstanding Company Culture

At the Law Office of Bryan Fagan, we believe in working smart, growing together, and celebrating our success.

• Earn more with competitive pay and performance-based bonuses.
• Enjoy ongoing training and professional development.
• Be part of a fun, energetic, and collaborative team that values positivity and excellence.
• Relax with our business casual dress code and friendly office environment.

This position offers rotating shifts assigned upon hire, with hours ranging between 7:30 AM to 7:00 PM, and Saturdays as needed. In addition to competitive base pay, incentives up to $3,000 are available based on performance.

Role Qualifications:

• Complete high volume and prompt client communication via phone, email, and online channels, in efforts to explain our valuable legal services.
• Maintain a high level of customer service and professionalism in all interactions.
• Conduct initial consultations to gather information and determine potential clients' legal needs.
• Schedule appointments with attorneys for qualified leads.
• Meet and or exceed sales goals.
• Computer proficiency with MS Office or Google Suite, and experience with CRM software, preferably HubSpot.
• Handle all administrative task timely and accurately: data entry, prepare and send documents, reporting on lead conversion, etc.
• Maintain strong and concise communication with internal teams regarding leads.

You will also have the following:

• HS School diploma or equivalent required; associate or bachelor's degree preferred.
• 2+ years of sales experience in a legal intake specialist role or similar business to customer sales role that is highly customer service focused.

We offer affordable benefits: medical, dental, vision, 401K (with a 5% company match,) and life insurance!

Equal Opportunity Statement:

We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.