Sales and Intake Specialist (Remote)

Hiring & Empowering Solutions; United States; Remote; USD 50,000 - 65,000; Full time

Job summary

Hiring & Empowering Solutions is seeking a Sales & Intake Specialist for a fully remote role serving clients in estate planning and special needs planning. You will guide prospective clients through the sales and intake process and enroll eligible clients in the Trust Maintenance Program (TMP).

Legal experience is not required, but experience in professional services, consultative sales, or customer success helps.

Qualifications

• Experience in sales, client intake, customer service, or relationship management.
• Ability to achieve measurable sales or conversion goals.
• Strong verbal and written communication skills.

Responsibilities

• Guide qualified prospects through the intake process.
• Schedule consultations between clients and attorneys.
• Explain the Trust Maintenance Program benefits to clients.
• Maintain accurate client records in the CRM.
• Track leads, conversions, and enrollments.

Skills

Sales experience

Client intake

CRM proficiency

Lawmatics familiarity

Communication skills

Relationship management

Tools

Lawmatics

Microsoft Office

Job description

Fully Remote | California-Based | 9:00 AM--5:00 PM PST

Sales & Intake Specialist

Fully Remote | California-Based | 9:00 AM--5:00 PM PST

Make a Difference Through Meaningful Client Conversations

A growing California-based estate planning and special needs law practice is hiring a Sales & Intake Specialist to join its fully remote team.

The practice focuses on estate planning and special needs planning, particularly for families caring for loved ones with disabilities or mental health challenges. The work is meaningful, the client relationships are long-term, and the team is committed to providing an experience that is warm, compassionate, and genuinely helpful.

This position will be responsible for guiding qualified prospective clients through the sales and intake process, as well as helping existing clients enroll in the practice's Trust Maintenance Program (TMP), an ongoing membership designed to help families keep their estate plans current as their lives and circumstances change.

About the Role

As the Sales & Intake Specialist, you will be one of the first people prospective clients interact with. You'll help families understand their next steps, answer questions, address concerns, and guide them toward moving forward with the appropriate legal services.

Legal experience is helpful but not required. Experience in professional services, consultative sales, customer success, client intake, or another relationship-based sales environment may translate well to this position.

What You'll Do

Sales & Client Conversations

• Conduct follow-up conversations with pre-qualified prospective clients.
• Understand prospective clients' needs, concerns, and goals.
• Clearly communicate the value of the firm's services.
• Answer questions and address objections with empathy and confidence.
• Guide qualified prospects toward making a decision and moving forward.
• Follow up consistently with leads who have not yet made a decision.
• Become comfortable asking for payment and closing sales while maintaining a consultative, no- pressure approach.

Trust Maintenance Program

• Speak with existing clients about the Trust Maintenance Program.
• Explain the benefits of ongoing estate plan maintenance in a clear and accessible way.
• Help clients understand how ongoing support can help their plans remain aligned with changes in their families, assets, and circumstances.
• Address questions and hesitations and guide interested clients through enrollment.

  Lead Follow-Up & Pipeline Management

  • Follow up with qualified leads through phone, email, and text.
  • Maintain consistent and timely communication throughout the intake process.
  • Manage an active pipeline and prioritize follow-ups appropriately.
  • Identify opportunities to improve conversion and client experience.
  • Maintain a high level of responsiveness and professionalism with every interaction.

  Tracking, Reporting & KPIs

  • Track leads, consultations, conversions, TMP enrollments, and other intake metrics.
  • Monitor individual performance against established KPIs and goals.
  • Provide regular reporting to leadership.
  • Use data and performance trends to identify opportunities for improvement.

  Scheduling & Intake

  • Schedule consultations between prospective clients and attorneys.
  • Coordinate calendars and availability to ensure a smooth client experience.
  • Gather and maintain accurate client information.
  • Ensure prospective and existing client records are complete and up to date.

  CRM Management

  • Maintain detailed and accurate records in Lawmatics.
  • Document client conversations, follow-ups, outcomes, and next steps.
  • Keep the pipeline organized and current.
  • Follow established processes for tracking and managing leads.

  What We’re Looking For

  The ideal candidate is someone who combines sales ability with genuine empathy and excellent communication skills.

  You may be a strong fit if you have:

  • Demonstrated experience in sales, client intake, customer service, customer success, or relationship management.
  • A proven ability to work toward and achieve measurable sales or conversion goals.
  • Strong verbal and written communication skills.
  • A warm, confident, and professional phone presence.
  • The ability to build rapport quickly with people from different backgrounds.
  • Strong emotional intelligence and the ability to recognize when a client needs empathy, information, reassurance, or a clear next step.
  • Comfort handling objections and having direct sales conversations.
  • Confidence asking for payment and closing a sale without relying on high- pressure tactics.
  • Strong follow-up habits and the ability to manage multiple conversations at different stages of the pipeline.
  • Excellent organizational skills and attention to detail.
  • Experience working with CRM systems; Lawmatics experience is a plus.
  • Proficiency with Microsoft Office Suite.
  • The ability to work independently and stay accountable in a fully remote environment.
  • A willingness to learn and continuously improve.

  Nice to Have

  • Experience working in a law firm or professional services environment.
  • Familiarity with estate planning, elder law, special needs planning, or trust administration.
  • Experience selling services rather than physical products.
  • Familiarity with the special needs community.
  • Personal or professional experience supporting individuals or families with special needs.

  Legal experience is not required. We're interested in people who know how to connect with others, sell with integrity, learn quickly, and genuinely care about the people they serve.

  Our Values

  Our culture is built around five core values:

  • Integrity. We believe trust is earned through honesty, accountability, and doing the right thing.
  • Teamwork. We support one another, communicate openly, and recognize that our best work happens together.
  • Compassion. We understand that clients may come to us during some of the most important and vulnerable moments in their lives. We lead with empathy and understanding.
  • Diversity & Inclusion. We value different perspectives, experiences, backgrounds, and ideas and strive to create an environment where everyone feels respected and included.
  • Dedication to Clients. Our clients are at the center of everything we do. We take pride in providing an experience that makes people feel heard, supported, and cared for.

  Why Join the Team?

  This is more than a sales position. It's an opportunity to use your communication and relationship-building skills to do work that has a meaningful impact on families.

  You’ll Be Part of a Team That Values:

  • Purpose-driven work that directly impacts families and the people they love.
  • A collaborative team environment where everyone's contribution matters.
  • Investment in training and development, including professional coaching and monthly training classes.
  • Flexibility through a fully remote work environment.
  • Opportunities to grow your skills and take on greater responsibility over time.
  • A strong client-centered culture where relationships matter beyond the initial transaction.
  • Clients who genuinely appreciate the work we do, creating a rewarding environment for the people serving them.

  Compensation & Benefits

  • Starting salary at $50,000 base salary (commensurate with experience), plus bonuses
  • Quarterly profit-sharing bonus
  • Fully remote position
  • Monday--Friday, 9:00 AM--5:00 PM PST
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Long-term disability (LTD)
  • 401(k)
  • 13 paid holidays
  • 10 days of paid vacation
  • 5 days of paid sick leave½ day for voting
  • All legally required leave
  • Professional coaching
  • Monthly professional development and training classes
  • Ongoing opportunities for learning and growth

  What Success Looks Like

  Success in this position means more than simply making calls.

  You'll be successful when you can:

  • Build trust quickly with prospective and existing clients.
  • Consistently follow up and manage your pipeline.
  • Convert qualified opportunities into new clients.
  • Successfully enroll eligible existing clients in the Trust Maintenance Program.
  • Meet or exceed established sales and intake KPIs.
  • Keep CRM records accurate and organized.
  • Deliver a client experience that reflects compassion, professionalism, and integrity.
  • Contribute positively to a collaborative remote team.

  We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.

  Job Type: Full-time