Legal Intake & Sales Specialist - Client Onboarding Pro

Law Office of Bryan Fagan; Dickinson (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

medical

dental

vision

401K (with a 5% company match)

life insurance

Job summary

The Law Office of Bryan Fagan is seeking an experienced and motivated Sales Representative/Ambassador to join our Intake team. You will be one of the first points of contact for prospective clients, evaluating leads and guiding them through the initial legal intake process.

Bring outstanding customer service, solid sales acumen, and the ability to communicate the value of our legal services. This role offers competitive pay with sales-based bonuses and ongoing training.

Qualifications

• HS School diploma or equivalent required; associate or bachelor's degree preferred.
• 2+ years of sales experience in a legal intake specialist role or similar business to customer sales role that is highly customer service focused.

Responsibilities

• Complete high volume and prompt client communication via phone, email, and online channels, in efforts to explain our valuable 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.
• Computer proficiency with MS Office or Google Suite, and experience with CRM software, preferably HubSpot.
• Handle all administrative task timely and accurately: data entry, prepare and send documents, reporting on lead conversion, etc.
• Maintain strong and concise communication with internal teams regarding leads.

Skills

Customer service

Sales aptitude

Communication

Education

HS diploma or equivalent; associate or bachelor's preferred

2+ years sales experience in legal intake or similar role

Tools

HubSpot CRM

MS Office / Google Suite

Job description

The Law Office of Bryan Fagan is seeking an experienced and motivated Sales Representative/Ambassador to join our Intake team. You will be one of the first points of contact for prospective clients, evaluating leads and guiding them through the initial legal intake process.

Bring outstanding customer service, solid sales acumen, and the ability to communicate the value of our legal services. This role offers competitive pay with sales-based bonuses and ongoing training.