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Law Firm Intake Specialist


Pay$40000.00 - $70000.00 / year
LocationMahopac/New York
Employment typeFull-Time

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  • Job Description

      Req#: 517304
      Employer Industry: Law Firm

      Why consider this job opportunity:
      - Salary up to $70,000 annually, with the potential for total On Target Earnings of $100,000 and the possibility to reach $110,000+
      - Comprehensive benefits package including paid holidays, paid time off, health insurance, vision insurance, and dental insurance
      - Opportunity for career advancement and growth within the firm
      - Flexibility to work in a hybrid environment based on client demand and departmental needs
      - Play a vital role in helping families secure their futures through effective legal services
      - Supportive and collaborative work environment with a focus on exceptional client service

      What to Expect (Job Responsibilities):
      - Answer inbound calls and respond to inquiries from potential clients in a timely and professional manner
      - Assess the needs of potential clients, explaining the firm’s legal services and communicating their benefits persuasively
      - Schedule consultations with attorneys and connect potential clients with the appropriate legal professionals
      - Accurately record and maintain client information in the case management system
      - Conduct follow-up calls and emails to ensure potential clients have the necessary information

      What is Required (Qualifications):
      - Proven background in sales with a track record of meeting or exceeding targets
      - Excellent verbal and written communication skills
      - Strong interpersonal skills and a client-focused attitude
      - Detail-oriented with the ability to manage multiple tasks and prioritize effectively
      - Must bring a high level of energy, positivity, and a can-do attitude to work every day

      How to Stand Out (Preferred Qualifications):
      - Experience in the legal field, particularly in estate planning and probate law, is highly desirable
      - Ability to listen with humility and engage in difficult conversations to assist clients in making informed decisions
      - Understanding that estate planning is a dynamic process requiring relationship-building with clients

      #LawFirm #SalesOpportunity #ClientService #HybridWork #CareerGrowth

      We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
  • About the company

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