Client Intake Specialist

About the role

Step into a rewarding career as a Client Intake Specialist for a family law firm in Orange, California. Be a trusted guide for clients during life‑changing moments while helping the firm grow. You’ll receive a steady stream of qualified leads (no cold calling) thanks to innovative marketing and supportive leadership, and you’ll use your people skills to make a meaningful difference with uncapped earning potential and clear paths for success in a collaborative, energetic environment.

Responsibilities

• Be the first friendly voice clients hear; respond to phone inquiries promptly and professionally.
• Engage leads consistently through calls, emails, and texts to build genuine connections.
• Listen actively to understand each client’s needs and recommend tailored family‑law solutions.
• Track results, share progress with the team, and celebrate successes.
• Showcase the firm’s unique value to help clients see why it’s the right choice.
• Maintain accurate records and follow proven sales strategies.
• Guide clients through the onboarding process with clear explanations and support.
• Keep client information secure and up to date in modern digital systems.
• Set high standards for yourself and strive to exceed quotas.
• Aim for a minimum average 35% conversion rate and streamline sales processes that produce new clients for the firm.

Requirements

• Previous sales experience, preferably in a professional services or law firm setting.

Qualifications

• High School Diploma or equivalent.
• Office work experience.
• Self‑directed work ethic.

Skills

• Superior computer skills and data entry abilities.
• Ability to handle objections with compassion and skill.
• Advanced communication skills by phone and email drafting.
• Active listening with genuine empathy while maintaining authoritative control of a call.
• High level of personal accountability.

Benefits

• 401(K)
• Paid time off (PTO)

Pay

• Competitive $60,000 base salary.
• Unlimited earning potential with uncapped performance‑based bonuses.
• Annual salary range $50,000–$60,000 (contingent on relevant experience and education).

Schedule

• Work‑from‑home option.
• Office in Orange, California.
• Hybrid schedule available for flexibility.