Intake Specialist (Remote)

About the Role

Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused team who speak on the phone with potential clients to understand their needs, help them feel comfortable, position our firm as a solution to their needs and sign them as new clients. While this is a sales position, there are no cold-calls required - you will be working with clients who have reached out to us.

The Perfect Fit

We are looking for an empathetic, sales-focused person who wants to help make a difference in people's lives. Our clients are often going through a very difficult time after injury or personal loss, so a good fit for this role would be someone who can balance helping them see the value of the professional role the Advocates bring to their case while expressing a warm and empathetic understanding of their situation.

This Career will be Fulfilling if You

• Enjoy helping injured people who are going through a difficult time
• Can quickly interpret emotional conversations to identify the root of an issue
• Remain steady and supportive during emotional conversations
• Are a good listener and people go to you for advice
• Think strategically and can juggle multiple priorities at once
• Are goal-driven and thrive in a fast-paced environment

Key Responsibilities

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
• Engage new inbound leads quickly via phone, text, and email
• Manage and track prospect pipeline using lead management software
• Schedule and conduct detailed phone interviews to assess case potential
• Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach
• Conduct new client intake and onboarding in lead management software

Schedule & Shift Details

• Regular Schedule (Post-Training):
• Saturday: 8:30 AM - 5:00 PM PST
• Sunday: 9:30 AM - 6:00 PM PST
• Weekday: One flexible 4-hour shift between 10:00 AM and 5:00 PM PST
• Total Hours: Approx. 20 hours/week (post-training)

Experience and Professional Background

• Minimum of 2 years in sales, customer success, account management or client onboarding (required)
• 1+ years' recent experience in a fast-paced office environment (required)
• Spanish language skills - bilingual fluency (preferred)
• Documented history of exceeding goals and metrics (preferred)
• Professional services or B2C experience (preferred)
• Associate's degree or higher (preferred)