Intake Specialist

Sechler Law Firm; Warrendale (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Job summary

A law firm specializing in estate planning is seeking an inside sales representative to support business growth. Your role includes engaging potential clients, maintaining an updated customer database, and leading sales workshops. Ideal candidates will have 3-5 years of sales experience and excellent communication skills. Evening availability is required.

Qualifications

• 3-5 years of sales experience is required; experience in one-to-many sales is a plus.
• Must have a current U.S. driver's license and ability to travel.

Responsibilities

• Maintain an updated customer database.
• Follow up with prospects via email and phone.
• Find new business opportunities within specific areas.
• Facilitate discussions and lead sales workshops.

Skills

Time management

Interpersonal skills

Communication (written and verbal)

Tools

CRM software

Job description

Sechler Law Firm is searching for an energetic inside sales representative to join our team and support business growth. In this role, you will be responsible for engaging, equipping, and educating potential clients on the value of estate planning. Our ideal candidate balances compassion and enthusiasm, displays excellent presentation skills and adapts quickly. If you’re looking for an exciting, growth-oriented career in sales, please apply today! Responsibilities: • Keep the customer database updated to ensure information on prospective and past clients is current • Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication • Expand the clientele by finding new business opportunities within specific geographies • Ensure customer satisfaction by providing quality customer service by facilitating and promoting thoughtful dialog for participants in seminars to promote active learning and eventual engagement with Sechler Law Firm • Demonstrate the ability to facilitate discussions and field questions within the scope of the presentation • Lead one-to-many sales workshops for potential clients Qualifications: • Great time management, interpersonal, and communication skills, both written and verbal • Experience using CRM software as part of the sales process • Current U.S. driver’s license and the ability to travel by car • 3-5 years of sales experience is required, front of room one-to-many sales experience is a plus • Evening availability required

• Ensure customer satisfaction by providing quality customer service by facilitating and promoting thoughtful dialog for participants in seminars to promote active learning and eventual engagement with Sechler Law Firm • Demonstrate the ability to facilitate discussions and field questions within the scope of the presentation • Lead one-to-many sales workshops for potential clients