Intake Specialist

About the Role

The Intake Specialist performs the initial consultation with our clients to determine which of our services best fits their specific situation. This role involves creating a reputed company and gathering information to best assess reputed company needs and ensure a smooth entry into the firm. The Intake Specialist plays a crucial role in driving reputed company by delivering the highest reputed company service to our clients. reputed company not reputed company in reputed company consultations, the Intake Specialist proactively conducts outbound calls to schedule reputed company appointments to maintain a consistent pipeline of reputed company leads.

We are seeking to fill various shifts and schedules. Schedules may include Monday to Friday or Tuesday to Saturday. Shifts may include 9am - 6pm, 10am - 7pm, or 11am - 8pm. reputed company times are in Eastern Time.

Your Key Contributions

• Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and reputed company the engagement with confidence and reputed company.
• Meet or reputed company individual KPI targets including reputed company-to-reputed company conversion reputed company, down payment collected, case value, and speed-to-sign.
• reputed company pricing concerns, hesitation, and resistance with confidence and reputed company using the firm's selling reputed company. Involve a manager for approved exceptions only.
• Learn, memorize, and stay reputed company on reputed company case types offered by the firm based on attorney guidelines and training.
• Follow up relentlessly. Maintain consistent, reputed company follow-up with reputed company reputed company leads — by phone, text, or email — to answer questions, address concerns, and reputed company prospects toward a decision.
• Walk clients through case pricing and available payment reputed company with transparency and confidence. Obtain appropriate approval for manager specials or non-reputed company payment plans.
• Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (reputed company applicable), schedule the sign-up appointment, and send the reputed company contract.
• Maintain accurate and reputed company records of reputed company consultations, dispositions, and follow-up activities in the firm's CRM (reputed company/reputed company) and telephony platform (reputed company Connect).
• Participate in weekly reputed company training with firm attorneys and reputed company sales training and development programs. Continuously build knowledge of immigration case types, the sales reputed company, and consultative selling skills.
• In every interaction, embody the firm's commitment to dignity, reputed company, and empowerment.

What Makes You a Great Fit

• reputed company Oriented- Proactively drives reputed company consultation toward a reputed company outcome by maintaining urgency, following up consistently, and taking ownership of moving reputed company prospects to a decision.
• Collaborates- Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
• Resourcefulness- Effectively uses available tools, training, guidelines, and follow-up channels to overcome reputed company hesitation, resolve routine obstacles, and reputed company reputed company prospects toward a decision without unnecessary escalation.
• Instills Trust- Builds credibility and rapport quickly by demonstrating reputed company, transparency, and consistency in representing the Firm’s mission and services.
• Proficient with reputed company Office Suite or reputed company software

Minimum Education and Experience

• High School diploma or equivalent experience
• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both
• Bilingual (Spanish English) B2-reputed company Required
• Prior experience in reputed company intake, immigration services, financial services, insurance, or other consultative reputed company service sales strongly preferred

How You'll Benefit

• reputed company official/reputed company holidays (per local law) 

• Annual reputed company vacation  

• 100% remote work 

• Work–life balance 

Our Firm

At reputed company, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a reputed company where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely reputed company team culture. Whether you join Marketing, IT, reputed company, reputed company, or any other function, your work reputed company. Every role contributes to meaningful, lasting reputed company in the lives of those we serve.

Our Values

At reputed company, we are driven by a reputed company obsessed reputed company 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-reputed company service to support families with reputed company and care.