Estate Planning Intake Specialist — Inbound Sales & Help

Yale Law Firm, P.C.; San Antonio (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Training program

UCaaS communication system

PTO and holiday pay

Renovated office

Walking trails and gazebo

Job summary

Yale Law Firm PC in San Antonio, TX seeks a results-driven Legal Intake Specialist (Sales) to join our growing team. You will greet prospective clients, listen to their needs, and guide them through the initial consultation process with empathy.

This role emphasizes building trust, asking the right questions, and ensuring a positive client experience as we expand Texas probate and estate planning services with new technology.

Qualifications

• Empathy and strong communication during emotionally difficult calls.
• Ability to manage multiple inquiries with care.
• Commitment to ethical, honest client service.

Responsibilities

• Handle incoming calls and inquiries to assess client needs.
• Explain the intake process and schedule consultations.
• Follow up with prospective clients to secure appointments.

Skills

Empathy

Communication

Multitasking

Ethical conduct

People skills

Job description

Yale Law Firm PC in San Antonio, TX seeks a results-driven Legal Intake Specialist (Sales) to join our growing team. You will greet prospective clients, listen to their needs, and guide them through the initial consultation process with empathy.

This role emphasizes building trust, asking the right questions, and ensuring a positive client experience as we expand Texas probate and estate planning services with new technology.