Client Intake & Sales Specialist

Legacy Counsel PLC; Saint Joseph (MI); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive hourly compensation

Performance-based bonus

401(k) with employer matching

Paid time off

Professional development

Positive team environment

Job summary

Legacy Counsel PLC in Southwest Michigan seeks a Client Intake & Sales Specialist who enjoys building relationships, guiding prospective clients through the decision to work with us, and delivering exceptional first impressions. You will be the first voice clients hear, qualify needs, explain the consultation process and fees, and confidently move families toward paid consultations with our attorneys.

This role values empathy, initiative, and reliability, with coaching and ongoing training

Qualifications

• Experience in sales or client-facing roles preferred; law firm experience not required.
• Strong communication, empathy, initiative, accountability and relationship-building.
• Ability to learn new software and CRM systems.

Responsibilities

• Welcome prospective clients with warmth and confidence.
• Build rapport and assess legal needs during initial calls.
• Explain consultation process, fees, and next steps.
• Schedule paid consultations with attorneys.
• Maintain accurate records in the client management system.
• Coordinate with attorneys and staff for a seamless experience.

Skills

Communication skills

Emotional intelligence

Relationship building

Sales mindset

Tools

CRM software

Scheduling software

Job description

Join a Growing, Technology-Forward Trust & Estates Law Firm

Legacy Counsel PLC is a modern trust and estates law firm serving families throughout Southwest Michigan. We combine compassionate client service with disciplined systems, technology, and continuous improvement to deliver an exceptional client experience.

We’re growing—and we’re looking for an outstanding Client Intake & Sales Specialist who enjoys building relationships, helping people, and guiding prospective clients through one of the most important decisions they’ll make.

This is not a receptionist position.

It is an opportunity for someone who enjoys connecting with people, communicating with confidence, achieving meaningful goals, and becoming an essential part of a growing professional firm.

If you’re energized by helping others, enjoy measurable results, embrace well-designed systems, and want to make a genuine difference in people’s lives, we’d love to meet you.

Our Mission

To help families preserve and protect everything they have worked a lifetime to build.

Our Culture

At Legacy Counsel, we strive to build a culture where people take ownership, treat others with kindness and respect, continuously improve, and genuinely enjoy helping families through important life decisions.

We strive for excellence because our clients deserve our very best. We hold ourselves to high standards, take ownership of our work, support one another, and continually look for better ways to serve our clients and each other.

Who Thrives Here

You may be an excellent fit if you:

• Love talking with people and making them feel comfortable.
• Build trust quickly through warmth, confidence, and emotional intelligence.
• Naturally guide conversations toward solutions.
• Take ownership of your work without being micromanaged.
• Stay calm and organized while managing multiple priorities.
• Appreciate systems, checklists, and continuous improvement.
• Follow through on commitments without reminders.
• Are intellectually curious and always looking for better ways to serve clients.

You do not need prior estate planning or probate experience. We will teach you the legal concepts you need to succeed.

We’re looking for someone who brings empathy, initiative, accountability, and a genuine desire to help people while doing excellent work.

About the Role

Mission: Create exceptional first impressions, guide prospective clients with empathy and confidence, and help qualified families begin working with our firm.

As our Client Intake & Sales Specialist, you will be the first voice many prospective clients hear when they contact Legacy Counsel.

Your mission is to create an outstanding client experience while confidently guiding qualified prospective clients to schedule a paid consultation with one of our attorneys.

You’ll combine exceptional customer service with disciplined follow-up and consultative sales skills to help families confidently take the first step toward protecting the people and assets they care about most.

What You’ll Do

Client Intake & Consultation Scheduling

• Welcome prospective clients with professionalism, warmth, and confidence.
• Build rapport and earn trust during the initial conversation.
• Identify each caller’s legal needs.
• Explain our consultation process, fees, and next steps.
• Help prospective clients feel confident about choosing our firm.

Client Communication

• Respond promptly to phone calls, emails, text messages, and online inquiries.
• Confirm appointments.
• Conduct thoughtful follow-up with prospective clients who have not yet scheduled or completed payment.

Client Relationship Management

• Maintain complete and accurate records in our client management system.
• Document every client interaction thoroughly.
• Track prospective clients through each stage of the intake process.
• Coordinate with attorneys and staff to ensure a seamless client experience.
• Follow proven systems and communication scripts.
• Participate in ongoing coaching and training.
• Learn new technology and software.
• Help improve our client intake systems over time.

What We’re Looking For

Core Competencies

• Positive and engaging phone presence
• Persuasive but never pushy
• High emotional intelligence
• Excellent organizational ability
• Strong attention to detail
• Exceptional follow-through
• Comfort learning new software and CRM systems
• Ability to prioritize multiple responsibilities while maintaining accuracy

Experience in sales, customer service, hospitality, healthcare, banking, financial services, or another client-facing profession is highly valued. Prior law firm experience is helpful but not required .

Success Looks Like This

Three months after joining our team, you:

• confidently guide prospective clients through their first interaction with our firm;
• consistently convert qualified callers into scheduled consultations;
• ensure every prospective client receives timely follow-up;
• maintain complete and accurate documentation;
• contribute ideas that improve our client experience and systems;
• are trusted by the attorneys and staff to represent the firm with professionalism and care.

This Position Probably Isn’t the Right Fit If You...

• Dislike talking on the phone.
• Feel uncomfortable asking people to make decisions or pay for professional services.
• Need frequent reminders to complete tasks.
• Become overwhelmed when priorities change.
• Prefer working independently rather than collaborating with a team.
• Believe “good enough” is usually good enough.

Why Legacy Counsel PLC?

We are:

• A growing trust and estates law firm.
• Technology-forward and systems-driven.
• Committed to excellence and exceptional client service.
• Collaborative, supportive, and respectful.
• Focused on continuous learning and improvement.
• A place where initiative, reliability, and professionalism are recognized and rewarded.

We invest in people who are committed to learning, growing, and contributing to something bigger than themselves. High performers have opportunities for increased responsibility, professional development, and long-term career growth.

• Competitive hourly compensation based on experience and capability
• Performance-based bonus opportunities
• 401(k) with employer matching
• Paid time off
• Professional development and ongoing training
• Positive, team-oriented work environment

The Opportunity

This position is ideal for someone who enjoys meaningful work, takes pride in helping others, and wants to build a long-term career with a growing professional organization.

Every day, you'll have the opportunity to reassure families during uncertain times and help them take the first step toward protecting the people they love. If you enjoy building relationships, communicating with purpose, and continually improving your skills, we'd love to hear from you.

At Legacy Counsel, we believe that great people build great organizations. If you’re looking for more than just a job—if you're looking for a place where high standards, meaningful work, continuous learning, and genuine respect for one another are part of everyday life—we encourage you to apply. We’d love to learn more about you.