Intake Specialist

The Lisinski Law Firm; New York (NY); On-site; USD 39,000 - 43,000; Full time

Benefits offered by this job

401k Match

Medical, Dental, & Vision Insurance

Health Savings or Flexible Spending

Dependent Care FSA

Life Insurance

Voluntary Life & AD&D

Disability Insurance

Hospital Indemnity Insurance

Employee Assistance Program

Calm App Subscription

Paid Time Off

Job summary

The Lisinski Law Firm is seeking an Intake Specialist to drive revenue in the Business Development organization. You will conduct consultations with prospective clients, assess immigration needs, and guide them to engage with the firm's services with empathy and confidence.

Ideal candidates have 1–3 years in quota-driven consultative sales, bilingual (Spanish/English) and strong discovery, negotiation, and CRM skills.

Qualifications

• 1-3 years of quota-carrying consultative sales experience in person or over the phone.
• Bilingual Spanish/English (B2-C1) required.
• Proficient with CRM tools and follow-up processes.
• Able to present pricing options and move prospects to a decision.
• Experience in legal intake or immigration services is preferred.

Responsibilities

• Conduct one-on-one consultations with prospective clients and assess immigration needs.
• Meet or exceed KPI targets including lead-to-client conversion and down payment.
• Navigate pricing concerns and communicate options with the firm's framework.
• Manage full consultation-to-conversion workflow and schedule signups.
• Maintain accurate records in CRM and telephony platforms.
• Participate in weekly training and firm-wide sales development.
• Embodiment of dignity, access, and empowerment in every interaction.

Skills

Bilingual (Spanish-English)

Quota-carrying sales

Active listening

Empathy

Discovery skills

Objection handling

Follow-up persistence

Communication

Ownership & accountability

Needs-based selling

Independent in resolving concerns

Listening with empathy

Legal intake exposure preferred

Education

High School diploma or equivalent

Tools

Litify/Salesforce

Amazon Connect

Microsoft Office Suite

Job description

About the Role

The Intake Specialist is the frontline revenue driver of Lisinski Law Firm’s Business Development organization and a direct embodiment of the Firm’s mission to change lives through access to justice. Every prospective client who schedules a consultation deserves to be met with professionalism, empathy, and confidence—guided by a skilled specialist who can help them make an informed decision about their legal future. This is a consultative sales role that blends compassion with accountability. Intake Specialists build trust, assess client needs, and clearly communicate the value of the Firm’s services, recognizing that converted qualified clients is not transaction—it is the means by which the firm fulfills its purpose.

Your Key Contributions

• Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and close the engagement with confidence and empathy.
• Meet or exceed individual KPI targets including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign.
• Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework. Involve a manager for approved exceptions only.
• Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training.
• Follow up relentlessly. Maintain consistent, structured follow-up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.
• Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans.
• Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract.
• Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect).
• Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.

• In every interaction, embody the firm's commitment to dignity, access, and empowerment.

What Makes You a Great Fit

• High School diploma or equivalent experience
• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both
• Bilingual (Spanish English) B2-C1 Required
• Action Oriented- Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision.
• Collaborates- Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
• Resourcefulness- Effectively uses available tools, training, guidelines, and follow-up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation.
• Instills Trust- Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services.
• Proficient with Microsoft Office Suite or related software
• Proven ability to close needs-based sales without routine manager escalation
• Process oriented with focus on efficiency and consistency
• Needs‑based, consultative selling with demonstrated ability to conduct effective discovery, present tailored solutions, and confidently close.
• Independent objection handling with the ability to resolve client concerns without manager escalation.
• Active listening and empathy‑driven client engagement to build trust, uncover client needs, and guide decision‑making.
• Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred
• Experience in metrics-driven, individual performance accountability environment
• CRM proficiency, including accurate data entry, activity logging, and pipeline tracking (Litify/Salesforce preferred).
• Phone and video consultation platform proficiency (Amazon Connect preferred).

Work Schedule

• Monday to Friday 8:00 AM to 5PM (EST).

Compensation

The expected salary for this role is $28.90-$30.55 USD (Hour), though the final offer will reflect several factors such as your experience, skills, and the role's location and may be outside of this range. Candidates should expect offers that reflect their individual qualifications, experience, and location. The salary provided is directional, and actual compensation may vary.

How You'll Benefit

Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs ofour employees and their families. We recognize the importance of health and well-beingand are committed to fostering an environment where every team member can feel and perform attheir best.

• 401k Match
• Medical, Dental, & Vision Insurance
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription
• Paid Time Off

Our Firm

At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.

Our Values

At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high‑quality service to support families with excellence and care.