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About the Role
The Intake Specialist is the frontline revenue driver of Lisinski Law Firm’s Business Development organization and a direct embodiment of the Firm’s mission to change lives through access to justice. This is a consultative sales role that blends compassion with accountability, guiding prospective clients to make informed decisions about their legal future.
Responsibilities
- Conduct one-on-one consultations (in person, phone, or video) with prospective clients, assess their immigration situation, and match them to the right case type.
- Meet or exceed individual KPI targets including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign.
- Navigate pricing concerns, hesitation, and resistance using the firm's selling framework.
- Learn and stay current on all case types offered by the firm.
- Follow up consistently with all open leads via phone, text, or email.
- Walk clients through case pricing and available payment options, obtaining necessary approvals for non-standard plans.
- Manage the full consultation-to-conversion workflow, including confirming eligibility, reviewing pricing, collecting down payments, and scheduling sign-up appointments.
- Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM and telephony platform.
- Participate in weekly legal and sales training programs to continuously build knowledge.
- Embody the firm's commitment to dignity, access, and empowerment in every interaction.
Requirements
- Bilingual (Spanish English) B2-C1 Required
- 1-3 years of demonstrated, quota-carrying consultative sales experience
- Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred.
- Experience in a metrics-driven, individual performance accountability environment.
- CRM proficiency, including accurate data entry, activity logging, and pipeline tracking (Litify/Salesforce preferred).
- Phone and video consultation platform proficiency (Amazon Connect preferred).
- Proficient with Microsoft Office Suite or related software.
- Proven ability to close needs-based sales without routine manager escalation.
- Process oriented with focus on efficiency and consistency.
- Needs-based, consultative selling with demonstrated ability to conduct effective discovery, present tailored solutions, and confidently close.
- Independent objection handling with the ability to resolve client concerns without manager escalation.
- Active listening and empathy-driven client engagement to build trust, uncover client needs, and guide decision-making.
Skills
- Consultative Sales
- Lead Conversion
- Sales Framework Navigation
- Client Needs Assessment
- Pricing and Payment Options Explanation
- CRM Proficiency (Litify/Salesforce)
- Telephony Platform Proficiency (Amazon Connect)
- Microsoft Office Suite Proficiency
- Objection Handling
- Active Listening
- Empathy
- Collaboration
- Resourcefulness
- Trust Building
Location
- Onsite
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- High School diploma or equivalent experience
Salary/Compensations
- $28.90-$30.55/hour
Benefits
- 401k Match
- Medical, Dental, & Vision Insurance
- Health Savings Account or Flexible Spending Account Options
- Dependent Care FSA
- Basic Life Insurance
- Voluntary Life & AD&D
- Disability Insurance
- Hospital Indemnity Insurance
- Employee Assistance Program
- Calm App Subscription
- Paid Time Off
About the Company
- At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Every role contributes to meaningful, lasting impact in the lives of those we serve.
- At Lisinski Law Firm, we are driven by a client obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.