Intake Sales Specialist

Addison Group; Chicago (IL); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Performance-based incentives

Training and coaching

Job summary

Addison Group is seeking an Intake Sales Specialist in Chicago to handle a high-volume, phone-based sales flow for legal services. You will screen eligibility, guide qualified clients through the intake process, document outcomes, and collaborate with team members to optimize conversions.

The role requires a Bachelor's degree and prior success in fast-paced sales or call center environments; Salesforce or HubSpot experience is preferred.

Qualifications

• Bachelor's degree required.
• Experience in fast-paced sales, customer service, or call center environment.
• Experience using CRM platforms such as Salesforce or HubSpot preferred.

Responsibilities

• Manage a high volume of inbound and outbound calls to prospective clients seeking legal services.
• Conduct initial screening to determine eligibility for services.
• Document client details and outcomes in internal systems and ensure follow-up.
• Identify qualified prospects and coordinate transfers to appropriate team members.
• Use sales strategies to move callers through the intake process and improve conversions.

Skills

Sales experience

Phone-based sales

Salesforce

HubSpot

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Job description

Job Title: Intake Sales Specialist

Industry: Legal Services

Location: Chicago, IL

Assignment Type: Contract to hire

Pay: $18 – $19 / hour + performance-based incentives

Work Schedule: Monday – Friday, First 2 weeks are 9 AM to 5:30 PM, then 11 AM to 7:30 PM after training

Benefits: This position is eligible for medical, dental, vision, and 401(k).

About The Company:

Our client is a rapidly expanding organization within the legal services. The company partners with law firms to streamline client intake, improve communication, and connect individuals with legal representation. With a collaborative, results-oriented culture, the organization offers an exciting opportunity for motivated sales professionals to contribute to a growing team.

Job Description:

Our client is seeking an energetic and goal-driven Intake Sales Specialist to join its expanding Chicago team. This position is ideal for someone who thrives in a high-volume, phone-based sales environment and enjoys building relationships, achieving performance goals, and working in a competitive atmosphere.

The Intake Sales Specialist will serve as an initial point of contact for prospective clients, assess eligibility for legal services, and guide qualified individuals through the next steps of the intake process. Successful candidates will demonstrate confidence on the phone, strong multitasking abilities, and a willingness to learn and adapt in a fast-moving environment.

• Manage a high volume of inbound and outbound calls with prospective clients seeking legal assistance.
• Conduct initial screening conversations to determine whether individuals meet established eligibility requirements.
• Establish trust and communicate effectively with callers while gathering relevant information.
• Accurately document client details, call outcomes, and follow-up activities within internal tracking systems.
• Identify qualified prospects and coordinate seamless transfers to the appropriate team members.
• Utilize persuasive communication and sales strategies to encourage prospective clients to move forward in the intake process.
• Monitor outstanding inquiries and complete follow-up calls to maintain engagement and improve conversion opportunities.
• Consistently achieve individual productivity goals related to call volume, qualified leads, and successful client conversions.
• Navigate multiple computer applications while maintaining accurate records and delivering a positive caller experience.
• Remain flexible as procedures, priorities, and business needs evolve.
• Collaborate with team members and leadership to improve processes and overall performance.

• Bachelor's degree required.
• Previous experience in a fast-paced sales, customer service, or call center environment.
• Demonstrated success meeting or exceeding sales goals, productivity expectations, or performance metrics.
• Strong verbal communication skills with the ability to establish rapport quickly.
• Comfortable handling a high volume of phone conversations throughout the workday.
• Excellent organizational skills, attention to detail, and ability to manage multiple tasks simultaneously.
• Ability to think quickly, navigate challenging conversations, and respond confidently to questions.
• Experience using CRM platforms such as Salesforce, HubSpot, or similar systems preferred.
• Highly motivated, competitive, and receptive to feedback and coaching.
• Ability to work both independently and collaboratively in a team environment.
• Bilingual proficiency in English and Spanish is a plus.

• Opportunity to join a rapidly growing organization with an expanding team.
• Performance-based incentives that reward productivity and results.
• Potential for long-term employment and professional advancement.
• Structured training and ongoing coaching to strengthen sales skills.
• Collaborative, energetic workplace with motivated team members.
• Opportunity to gain experience in the growing legal technology industry.
• Clear performance expectations and opportunities to take on additional responsibilities.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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