Remote Immigration Intake & Client Concierge

Dalal Mehta Law Llc; New Jersey; Hybrid; MXN 869,000 - 1,358,000; Full time

Benefits offered by this job

Base salary + commissions/bonuses

Job summary

Dalal & Mehta Immigration Law Firm is seeking an experienced Intake Specialist / Sales Consultant for a remote role. You will meet with prospective new clients via phone and video, educate them on options, and guide them toward consultations with our legal team.

Role blends sales and client care, focusing on converting prospects into clients and ensuring smooth onboarding. Prior immigration intake or paralegal exposure is valued.

Qualifications

• Proven experience converting prospects into paying clients for high-ticket professional services (legal, financial, or similar industries preferred).
• Excellent interpersonal and communication skills across phone, video, and email.
• Strong organizational and time-management skills.

Responsibilities

• Conduct meetings with PNCs via phone and video, guiding them toward clarity and consultation enrollment.
• Follow up with PNCs who initially declined and with current clients for quality control calls and interviews.
• Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups.
• Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.
• Manage the welcome process for new clients and ensure smooth onboarding.
• Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the pendency of the case.
• Meet regularly with team members to review performance metrics, intake goals, and lead quality.
• Track and maintain records regarding billable hours spent on specific cases.
• Assist in organizing case filing systems, ensuring documents are properly categorized and accessible.
• Actively engage with management on lead quality and volume, offering insights from your front-line experience.
• Perform other administrative duties as assigned.

Skills

Sales experience

High-ticket sales

Intake experience

Empathy

Client-facing communication

Job description

Dalal & Mehta Immigration Law Firm is seeking an experienced Intake Specialist / Sales Consultant for a remote role. You will meet with prospective new clients via phone and video, educate them on options, and guide them toward consultations with our legal team.

Role blends sales and client care, focusing on converting prospects into clients and ensuring smooth onboarding. Prior immigration intake or paralegal exposure is valued.