Summary
We are looking for a confident, sales-driven, and highly persuasive Sales Intake Specialist to join our team. In this role, you will be the first point of contact for potential clients and will play a critical role in converting qualified leads into signed clients.
This is not just a customer service or administrative intake role. We are seeking someone with a strong sales mindset who knows how to build trust quickly, ask the right probing questions, overcome objections, and guide potential clients through the onboarding and sign-up process with confidence.
The ideal candidate is an excellent communicator who thrives in a fast-paced environment, is motivated by results, and knows how to turn opportunities into retained cases.
Key Responsibilities
- Respond promptly to inbound leads through phone, email, chat, and other communication channels.
- Conduct high-quality intake calls with potential clients, gathering case details and assessing eligibility.
- Build trust and rapport quickly with leads while delivering a professional and empathetic experience.
- Take ownership of the conversation and confidently guide potential clients toward signing with the firm.
- Use consultative selling techniques to explain the firm’s value, address concerns, and move leads through the decision-making process.
- Handle objections effectively and follow up persistently with warm and undecided leads.
- Close contracts and support clients through the onboarding process from first contact to signed agreement.
- Accurately document all conversations, updates, and lead activity in the CRM and case management systems.
- Review and manage new leads, pending contracts, and follow-up opportunities daily.
- Coordinate with the legal and intake teams to ensure a smooth handoff once the client signs.
- Organize contracts, supporting documentation, termination letters, photos, and other intake-related files.
Requirements
- Fully bilingual in English and Spanish with strong verbal communication skills.
- Proven sales experience in intake, consultative sales, client acquisition, appointment setting, closing, or a similar high-conversion role.
- Strong ability to close deals, handle objections, negotiate, and convert leads into clients.
- Confident and persuasive communication style with a strong sense of urgency and follow-through.
- Experience with client onboarding, lead follow-up, and relationship-building.
- Comfortable working in a high-volume, KPI-driven environment.
- Strong organizational skills and attention to detail.
- Ability to multitask and manage multiple leads without losing quality.
- Personal injury experience is a strong plus.
- Experience with Filevine, CRM systems, or legal intake processes is a plus.
What We’re Looking For
- Sales hunter mentality
- Strong closer
- Confident and persuasive communicator
- Results-driven and competitive
- Excellent follow-up habits
- Comfortable asking direct questions and leading conversations
Other requirements:
- Your PC or laptop (a wired connection to your modem is recommended).
- You must provide your own equipment and a stable internet connection.
- This is a full-time, 40-hour-per-week position that may require a flexible schedule.
- A noise-canceling headset and a quiet place to work.
- This is a remote position, and you will be responsible for your local taxes.
CEO Lawyer
The CEO Lawyer Personal Injury Law Firm is dedicated to educating, empowering, and fighting for victims. With offices across the country, no matter where you are injured, our team of experienced lawyers is here to help you.
CEO Lawyer is a rapidly growing personal injury law firm headquartered in downtown Atlanta. We are known for our innovative approach to legal services and our commitment to operational excellence.
Our Core Values
We are guided by a strong set of values that shape our culture, decisions, and the way we work together:
- Trust – We build strong relationships through honesty, transparency, and reliability.
- Humility – We stay open to learning, feedback, and continuous improvement.
- Ethics – We act with integrity and always do what’s right.
- Hunger – We are driven, ambitious, and committed to excellence.
- Education – We value growth, development, and knowledge-sharing.
- Accountability – We take ownership of our actions and deliver on our commitments.
- Respect – We treat everyone with professionalism, empathy, and fairness.
- Teamwork – We collaborate and support each other to achieve shared success.