Sales Specialist

Credo Legal

New York (NY)

On-site

USD 50,000 - 61,000

Full time

8 days ago

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Job summary

Credo Legal Services, P.C. is seeking a Sales Specialist to be the first point of contact for prospective clients facing debt challenges. You will educate on the firm’s debt resolution program, assess eligibility, and guide enrollment.

This is not legal advice but a supported intake role under attorney supervision. The position is full-time in-office in New York City's Financial District with a base salary of $55,000 and on-target earnings of $75,000–$100,000.

Qualifications

  • High School Diploma or equivalent required.
  • Minimum 1 year of sales experience in a call center environment.
  • Experience in debt relief, legal services, financial services, or collections is a plus.

Responsibilities

  • Handle inbound calls from prospective clients seeking debt relief information.
  • Educate clients on Credo Legal’s debt resolution program and eligibility.
  • Review client accounts to determine program eligibility and enrollment readiness.
  • Collect and upload intake documents and discuss enrollment logistics.
  • Enroll clients and maintain accurate CRM records across platforms.
  • Provide a professional, empathetic client experience and comply with program guidelines.

Skills

Strong verbal communication
Team player
Empathy
Detail-oriented
CRM experience
Google Suite

Education

High School Diploma

Tools

Five9
Tidio
Google Workspace

Job description

Financial District, New York City | Full-Time, In-Office

Credo Legal Services, P.C. is a consumer debt law firm with a mission to help individuals fight back against debt. Unlike traditional debt relief programs, we take a legal approach challenging debt validity, asserting clients’ rights under federal law, and providing attorney representation from day one. We came off a strong first year and are growing fast. We’re now looking for sharp, driven sales professionals who want to be part of something meaningful at the ground level.

POSITION OVERVIEW

The Sales Specialist is the first point of contact for prospective clients reaching out about debt challenges. You will educate individuals on Credo Legal’s legal debt resolution program, assess whether they qualify, and guide them through enrollment. This is not a generic sales role, it sits at the intersection of client services, legal intake, and consumer advocacy. This role plays a critical part in identifying eligible leads and preparing them for enrollment. You will verify prospective client data against eligibility criteria, process new enrollments, and maintain precise records. Strong communication is key, as you'll interact with clients via phone, email, or SMS to gather information and address any changes, and connect with other teams for consultation calls prior to enrollment.

Note: Sales Specialist do not and are not permitted to provide legal advice. All legal analysis and strategy is conducted by Credo Legal’s attorneys. This role supports the intake and enrollment process under attorney supervision.

Main Responsibilities:
  • Handle inbound calls via phone or video platforms from prospective clients seeking information on debt relief and legal debt resolution options.
  • Educate potential clients on Credo Legal’s legal debt resolution program, including how the firm challenges debt validity, asserts consumer rights under the FDCPA and FCBA, and provides attorney representation.
  • Review prospective clients’ account information to identify qualifying unsecured debts (e.g., credit cards, medical bills) and determine program eligibility.
  • Collect, review, and upload required intake documentation; discuss program payment structures and enrollment logistics.
  • Enroll clients in their legal program, ensuring accuracy and compliance with program standards and applicable regulations.
  • Maintain accurate and thorough CRM records and client documentation across multiple platforms.
  • Deliver a professional, empathetic, and compliant client experience throughout every interaction.
  • Perform other duties as assigned to support departmental needs and objectives
What you bring:
  • High School Diploma or equivalent required.
  • Minimum 1 year of sales experience in a call center environment required.
  • Experience in debt relief, legal services, financial services, or collections is a plus.
  • Strong verbal communication skills with demonstrated ability to handle sensitive financial conversations with professionalism and empathy.
  • Ability to be a team player and strong communicator.
  • Detail-oriented with solid problem-solving abilities.
  • Comfortable working across CRM systems and multiple software platforms (e.g., Five9, Tidio).
  • Proficient in Google Suite applications and cloud-based contact systems (e.g., Five9)
  • Commitment to compliance, accuracy, and quality in every client interaction.
  • Bilingual (English/Spanish) is a plus.
A NOTE ON COMPLIANCE:

Credo Legal operates in a regulated legal environment. Sales Agents are not attorneys and do not provide legal advice. All representations made to prospective clients must be accurate, compliant with applicable consumer protection laws, and consistent with program guidelines. Training will be provided.

COMPENSATION & SCHEDULE

Full-Time, Hourly

Base Salary: $55,000 per year

On-Target Earnings (OTE): $75,000 – $100,000 per year (base + performance bonus)

Work Schedule: Monday – Friday; two shift options available: 10:30 AM – 6:30 PM ET or 1:00 PM – 9:00 PM ET

Location: In-office, New York City (Financial District)

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