Client Acquisition Specialist (Intake)

Key Responsibilities

• Respond quickly to inbound phone calls and online leads, recognizing that timely engagement is critical to client acquisition.
• Screen and qualify prospective clients to determine whether the firm can assist with their potential case.
• Build rapport and establish trust with prospective clients through compassionate, professional, and effective communication.
• Convert qualified leads into new clients by confidently guiding prospects through the intake and retention process.
• Conduct retainer follow-up, lead follow-up, outbound calls, and appointment setting to maximize conversion opportunities.
• Complete client intake forms and case documentation accurately, efficiently, and thoroughly.
• Capture and document critical case information while maintaining a high level of attention to detail.
• Provide a professional, five-star client experience that reflects the firm's values and commitment to service.
• Demonstrate active listening and empathy when communicating with individuals who may be experiencing stressful or difficult circumstances.
• Manage multiple leads, cases, conversations, and follow-up activities simultaneously in a fast-paced environment.
• Maintain accurate callback schedules and daily follow-up activities to ensure no qualified opportunity is overlooked.
• Meet and exceed individual and team sales goals through consistent performance and disciplined follow-through.
• Implement coaching and supervisor feedback to continuously improve sales and intake performance.
• Maintain strict client confidentiality and consistently demonstrate professionalism, integrity, and sound judgment.
• Collaborate with team members and assist peers when needed to support overall team success.

Skills & Core Competencies

• Proven sales-closing ability with a consistent history of meeting or exceeding goals.
• Exceptional verbal and written communication skills.
• Strong active listening, empathy, and rapport-building skills.
• Results-driven and highly motivated with a strong work ethic.
• Excellent organizational and time-management skills.
• Absolutely detail-oriented approach to documentation and data entry.
• Strong problem-solving and decision-making skills.
• Ability to adapt quickly to changing circumstances.
• Highly coachable and trainable with a willingness to implement feedback.
• Ability to work effectively in a fast-paced, high-volume environment.
• Strong teamwork, dependability, punctuality, and integrity.
• Comfortable working across multiple computer screens and applications.
• Proficiency with Windows-based software and Microsoft Office Suite.

Required Qualifications

• 3+ years of successful sales experience, preferably in a high-volume, goal-oriented environment.
• Demonstrated experience as a sales closer with measurable results.
• Proven ability to consistently meet or exceed sales goals.
• Minimum of three years with the same employer, demonstrating stability and commitment.
• Proficiency with Microsoft Office Suite and Windows-based applications.
• Strong ability to communicate professionally and empathetically with prospective clients.
• Ability to make outbound calls, complete paperwork accurately, and manage timely follow-ups.
• Must be self-motivated, dependable, positive, and highly productive.
• Ability to thrive in a competitive, collaborative, and team-oriented environment.