Legal Intake Sales Pro – Bonuses & Training

Law Office of Bryan Fagan; Victoria (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K with 5% company match

Life insurance

Job summary

The Law Office of Bryan Fagan in Victoria, TX is seeking a Sales Representative/Ambassador to join our Intake team. You will be the first contact for prospective clients, qualify leads, and guide them through the initial legal intake process.

We value outstanding customer service, solid sales acumen, and clear communication of our legal services' value. The role includes high-volume outreach, scheduling with attorneys, and achieving sales goals.

Qualifications

• HS diploma or equivalent; associate/bachelor preferred.
• 2+ years of sales experience in a legal intake or similarly customer-focused role.
• CRM experience (HubSpot) and MS Office / Google Suite.

Responsibilities

• Complete high-volume and prompt client communication via phone, email, and online channels to explain our legal services.
• Maintain a high level of customer service and professionalism in all interactions.
• Conduct initial consultations to gather information and determine potential clients' legal needs.
• Schedule appointments with attorneys for qualified leads.
• Meet and/or exceed sales goals.
• Demonstrate proficiency with MS Office or Google Suite and experience with CRM (HubSpot).
• Handle administrative tasks—data entry, prepare/send documents, report on lead conversion.

Skills

Customer service

Sales

Communication

CRM experience

HubSpot

Education

High School diploma or equivalent

Associate or Bachelor's degree preferred

Tools

HubSpot CRM

MS Office / Google Workspace

Job description

The Law Office of Bryan Fagan in Victoria, TX is seeking a Sales Representative/Ambassador to join our Intake team. You will be the first contact for prospective clients, qualify leads, and guide them through the initial legal intake process.

We value outstanding customer service, solid sales acumen, and clear communication of our legal services' value. The role includes high-volume outreach, scheduling with attorneys, and achieving sales goals.