Remote Legal Client Intake Coordinator

Job Summary

A premier entity provider has a current position open for a Remote Legal Client Intake Coordinator.

Must be able to:

• Contact highly qualified prospective clients and gather the information
• Schedule prospects for a Strategy Session with our Advisor team
• Connect with prospects, actively listen, qualify, and schedule consultations for them with an Advisor

Qualifications Include:

• Love talking to clients on the phone and has outstanding phone/telesales abilities
• Have exceptional listening skills and the ability to engage in a conversation with the prospective client
• Be self-motivated, goal-oriented, positive, and coachable
• Have great time management skills and attention to detail
• Be proficient using GSuite; Gmail, Calendar, Drive, Docs, and Sheets
• Be personable, have proper speaking, listening, and phone etiquette skills