About this role

Apply consultative sales techniques to close and secure representation agreements.
Clearly explain services and representation options to qualified leads.
Convert inbound and outbound leads into retained clients.
Conduct follow-ups to increase conversion rates.
Maintain professionalism and empathy in high-volume interactions.
Evaluate eligibility based on established criteria.
Gather and document detailed client information accurately in the CRM.
Track performance metrics and meet established call and conversion goals.
Collaborate with the legal team to ensure smooth case handoff.
Manage approximately 200 calls per week, with a high percentage of outbound calls.

Time Zone: CST
Schedule: Monday to Friday, 11:00 AM to 7:00 PM
Experience: Prior intake, customer service, call center, or sales experience preferred.
CRM proficiency required.
Experience with VoIP systems required.
Outlook for calendar management.
Professional email communication skills.
Familiarity with internal communication platforms.
Reliable internet connection and suitable home office setup required.

Intake Specialist – Intake and Retention Specialist

Key skills