V104 - Intake Specialist | Intake and Retention Specialist

About the position We are seeking a driven and client-focused Intake Specialist to join, and play a vital role in converting prospective leads into retained clients. In this position, you will serve as the first point of contact, gathering essential information, evaluating eligibility, and confidently guiding qualified prospects through the representation process. This role blends investigative intake work with consultative sales, requiring someone who can build trust quickly, overcome objections, and effectively convert opportunities into signed clients. You will manage a high volume of calls in a fast-paced environment while maintaining accuracy, empathy, and strong closing skills. The ideal candidate thrives in a goal-oriented setting, enjoys performance metrics, and is motivated by turning conversations into results.

Responsibilities

• 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

Requirements

• Time Zone: CST
• Schedule: Monday to Friday, 11:00 AM to 7:00 PM
• 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
• Highly motivated with a strong results-driven mindset
• Competitive and goal-oriented
• Detail-oriented with strong documentation skills
• Strong closing and persuasion skills
• Sales-driven with consultative selling ability
• Empathetic yet confident communicator
• Reliable and accountable
• Strong verbal and written communication skills
• Ability to handle objections professionally
• Time management and organizational skills
• Ability to multitask in a high-volume environment
• English, Spanish

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