Legal Intake Specialist (Sales)

Yale Law Firm, P.C.; San Antonio (TX); Sur place; USD 42 000 - 62 000; Plein temps

Avantages offerts par ce poste

Training program

UCaaS communication system

PTO and holiday pay

Renovated office

Walking trails and gazebo

Résumé du poste

Yale Law Firm PC in San Antonio, TX seeks a results-driven Legal Intake Specialist (Sales) to join our growing team. You will greet prospective clients, listen to their needs, and guide them through the initial consultation process with empathy.

This role emphasizes building trust, asking the right questions, and ensuring a positive client experience as we expand Texas probate and estate planning services with new technology.

Qualifications

• Empathy and strong communication during emotionally difficult calls.
• Ability to manage multiple inquiries with care.
• Commitment to ethical, honest client service.

Responsabilités

• Handle incoming calls and inquiries to assess client needs.
• Explain the intake process and schedule consultations.
• Follow up with prospective clients to secure appointments.

Connaissances

Empathy

Communication

Multitasking

Ethical conduct

People skills

Description du poste

Yale Law Firm PC Legal Intake Specialist (Sales) San Antonio, TX·Full time Company website

Yale is dedicated to revolutionizing probate and estate planning across Texas by seamlessly integrating four decades of legal expertise with cutting‑edge technology. Founded by Harvard‑educated Glen Yale, we are built on a legacy of excellence, precision, and integrity. We provide personalized, comprehensive legal services that not only preserve and protect our clients' legacies but also ensure their families are safeguarded and supported during life's most challenging times.

Description

Are you passionate about helping people?

Can you enthusiastically connect with people in person and over the phone?

Have you learned how to ask for appointments from people that have called you and shown a strong interest in the company you work for?

Do you have the desire to follow up with people that need help?

Can you imagine going to work every day knowing that you're making a positive difference?

Are you just DONE working in a job that offers poor pay, no future grow, unreasonable duties, and poor managers?

Had the satisfaction of working for the most respected law firm in San Antonio?

…….if you answered YES, then we are looking for you!

Job Description

We are looking for a results driven, rising superstar to join our fast moving team of Intake Specialist. The ideal candidate thrives on people, relationships, and helping others in need of legal services.We are a small business with a huge impact in our communities, helping our neighbors do estate planning, and assisting families through the legal process when a loved one dies.

When our prospective clients call us for help, they're often going through an emotionally difficult period. Our Intake Specialists provide our potential clients the ultimate experience. It requires the right combination of communication skills, empathy, and ability to ask and clarify the situation.

Required Soft Skills

• Honesty is critical and good ethical character is essential
• Love connecting with people
• Passionate about helping others
• Ability to manage multiple tasks in a fast‑paced environment
• Treats a 4:30 call on Friday with the same care and compassion as one on Monday morning

Bonus Qualifications

• Probate and Estate Planning practice area experience a plus
• Inbound sales experience is a plus
• Experience in Intake for other law firms

Benefits of Working at Yale Law Firm:

• We provide a comprehensive training program
• New technology, cutting edge software, UCaaS Communication System
• Training included on all areas of marketing and legal business
• Continual exposure to innovative marketing and technology
• Newly renovated office in the Catholic Life Insurance Building with walking trails, and private gazebo
• PTO and Holiday Pay

Benefits of Working at Yale Law Firm:

We combine a tradition of excellence in the law with comprehensive technology to streamline and automate every facet of our business. Be a part of our vivid vision to expand across the State of Texas making estate planning and probate services affordable and accessible.