Client Intake Specialist

SMB Team • Orange, CA

2d • Hybrid

About The Position

Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads— no cold calling —thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success. If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.

Requirements

• Possesses previous sales experience, preferably in a professional services or law firm setting
• Has superior computer skills and data entry abilities
• Ability to handle objections with compassion and skill
• Articulate with advanced communication skills by phone and email drafting
• Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
• Displays a high level of personal accountability
• High School Diploma or its equivalent, office work experience, and a self-directed work ethic

Nice To Haves

• Strive to obtain and sustain a minimum average 35% conversion rate.
• Streamline sales processes that produce new clients for the law firm.
• Accolades received by clients.
• No leads fall through the crack.

Responsibilities

• Respond to phone inquiries promptly and professionally, making every interaction count.
• Build genuine connections by engaging leads consistently through calls, emails, and texts.
• Listen actively to understand each client’s needs and recommend tailored solutions from our family law services.
• Celebrate your results, track your success, and regularly share progress with the team.
• Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs.
• Stay organized and efficient by maintaining accurate records and following proven sales strategies.
• Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support.
• Keep client information secure and up to date in our modern digital systems.
• Set high standards for yourself and be rewarded for consistently exceeding quotas.

Benefits

• Competitive $60,000 base salary
• Unlimited earning potential with uncapped performance bonuses
• Regular reviews that reward your achievements
• Absolutely no cold calling—focus your talents on qualified, interested clients only.
• 401(K)
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED