Intake Specialist - Salt Lake City

The-Lisinski-Law-Firm; Murray (UT); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

401k Match

HSAs/FSA

Dependent Care FSA

Life Insurance

AD&D

Disability Insurance

Voluntary Insurance

Employee Assistance Program

Job summary

The Lisinski Law Firm is seeking an Intake Specialist to drive revenue as part of the Business Development team. You will conduct consultations, assess immigration needs, and guide prospects toward signing the firm’s services with empathy and professionalism.

Responsibilities include meeting KPI targets, handling pricing discussions, and maintaining accurate CRM records in Litify/Salesforce with Amazon Connect, all within a Monday through Friday schedule that reflects the firm’s commitment to

Qualifications

• High School diploma or equivalent.
• 1-3 years of quota-carrying consultative sales experience, in person or over the phone.
• Experience in legal intake, immigration services, financial services, or professional services sales preferred.

Responsibilities

• Conduct one-on-one consultations with prospective clients and assess immigration needs.
• Meet or exceed KPI targets (lead-to-client, down payment, case value, speed-to-sign).
• Navigate pricing concerns with the firm’s framework and obtain approvals for exceptions when needed.
• Maintain CRM records and participate in ongoing training and development.

Skills

Bilingual English/Spanish

Quota-carrying sales

CRM proficiency

Empathy & trust-building

Microsoft Office

Education

High School diploma or equivalent

1-3 years consultative sales experience

Tools

Salesforce

Litify

Amazon Connect

Job description

Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”

About The Lisinski Law Firm

Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”

Position Purpose

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 converting qualified clients is not a transaction—it is the means by which the firm fulfills its purpose.

Essential Job Functions & Responsibilities

• 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.

Key Competencies and Skills (Essential Skills, Knowledge & Abilities)

• 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

Minimum Education and Experience

• High School diploma or equivalent experience.
• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both.
• Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred.

What Makes You a Great Fit

• Bilingual Mastery: You possess exceptional verbal and written communication in both English and Spanish (B2-C1). You can pivot between languages with professional ease.
• The "Closer" DNA: You have a proven track record in quota-carrying or metrics-based environments. You don't just "inform" prospects; you guide them to a firm decision and enjoy the thrill of the close.
• High-Caliber Consultant: You blend deep empathy with the confidence to handle pricing objections and resistance. You know how to build trust quickly while keeping the conversion goal in sight.
• Action Oriented: You are a self-starter who thrives on urgency. You take full ownership of your pipeline, follow up relentlessly, and manage your time to maximize every consultation.
• Tech Proficiency: You are comfortable navigating CRM platforms (Salesforce/Litify) and telephony systems (Amazon Connect) to keep your lead data impeccable.

Work Schedule

Monday through Friday, 8:30 AM – 5:30 PM Local Time

How You'll Benefit

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

• 401k Match
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Voluntary Accident Insurance
• Voluntary Hospital Indemnity Insurance
• Employee Assistance Program

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.

The pay range for this role is:

23,00-23,00USD per hour (Salt Lake City)