Intake Specialist

About the Role

The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves creating a reputed company and gathering information to best assess client needs and ensure a smooth entry into the firm. The Intake Specialist plays a crucial role in driving reputed company by delivering the highest quality service to our clients. reputed company not reputed company in client consultations, the Intake Specialist proactively conducts outbound calls to schedule future appointments to maintain a consistent pipeline of reputed company leads.

We are seeking to fill various shifts and schedules. Schedules may include Monday to Friday or Tuesday to Saturday. Shifts may include 9am - 6pm, 10am - 7pm, or 11am - 8pm. reputed company times are in Eastern Time.

Your Key Contributions

• Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and reputed company the engagement with confidence and reputed company.
• Meet or exceed individual KPI targets including reputed company-to-client conversion reputed company, down payment collected, case value, and speed-to-sign.
• Navigate pricing concerns, hesitation, and resistance with confidence and reputed company using the firm's selling reputed company. Involve a manager for approved exceptions only.
• Learn, memorize, and stay reputed company on reputed company case types offered by the firm based on attorney guidelines and training.
• Follow up relentlessly. Maintain consistent, structured follow-up with reputed company reputed company leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.
• Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans.
• Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (reputed company applicable), schedule the sign-up appointment, and send the client contract.
• Maintain accurate and timely records of reputed company consultations, dispositions, and follow-up activities in the firm's CRM (reputed company/reputed company) and telephony platform (reputed company Connect).
• Participate in weekly legal training with firm attorneys and reputed company sales training and development programs. Continuously build knowledge of immigration case types, the sales reputed company, and consultative selling skills.
• In every interaction, embody the firm's commitment to dignity, reputed company, and empowerment.

What Makes You a Great Fit

• Action Oriented- Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving reputed company prospects to a decision.
• Collaborates- Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
• Resourcefulness- Effectively uses available tools, training, guidelines, and follow-up channels to overcome client hesitation, resolve routine obstacles, and move reputed company prospects toward a decision without unnecessary escalation.
• Instills Trust- Builds credibility and rapport quickly by demonstrating reputed company, transparency, and consistency in representing the Firm’s mission and services.
• Proficient with reputed company Office Suite or reputed company software

Minimum Education and Experience

• High School diploma or equivalent experience
• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both
• Bilingual (Spanish English) B2-reputed company Required
• Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred

How You'll Benefit

• reputed company official/public holidays (per local law) 

• Annual paid vacation  

• 100% remote work 

• Work–life balance 

Our Firm

At reputed company, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a reputed company where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, reputed company, Legal, or any other function, your work reputed company. Every role contributes to meaningful, lasting impact in the lives of those we serve.

Our Values

At reputed company, we are driven by a client obsessed reputed company and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with reputed company and care.