Senior Intake Specialist

Description

Are you a compassionate and talented sales professional who thrives closing deals and making a meaningful difference? Do you naturally connect with people, understanding their needs and aspirations?

If you're passionate about providing outstanding customer service and have a strong background in legal intake or sales, we'd love to hear from you.

Our respected estate planning law firm in Coral Gables, Florida, is looking for a Concierge New Client Intake Specialist (Salesperson) to create exceptional experiences for prospective clients and cultivate a long-term clientele for our firm.

Along with a competitive base salary, we offer the opportunity to earn monthly performance-based bonuses.

Responsibilities

Core Responsibilities:

• Deliver a concierge-level experience to all potential clients, making them feel valued and supported.

• Manage all potential new client interactions with poise, professionalism, and empathy.

• Evaluate potential new clients to determine if they are a good fit for the firm using a consultative sales approach.

• Utilize emotional intelligence to understand and assess potential clients' needs, goals, and concerns.

• Guide qualified leads into becoming new clients, fostering trust and confidence in an ongoing relationship with the firm.

• Managing sales data and monthly reporting to the business owner.

• Meeting and exceeding all relevant key performance indicators (KPIs).

Qualifications

Skills Needed:

• A minimum of two years of experience in a reception or customer service role is preferred.

• At least two years of experience in a sales position, with a focus on relationship-building.

• Results-orientation with a proven ability to meet performance targets.

• Strong critical thinking and problem-solving skills.

• High emotional intelligence.

• Dependable, reliable, and able to manage tasks efficiently.

• Technical Proficiency: familiarity with Microsoft Office: Outlook, Word, and Excel platforms, a plus.

• Experience in a law firm setting, especially in estate planning, is a strong plus.