About The Position
For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: We are seeking a proactive and detail-oriented Intake Specialist to join Job Duck and support a growing legal practice focused on business and estate planning. In this role, you will serve as the first point of contact for potential clients, ensuring a professional and seamless experience from the initial interaction through scheduling and follow-up. You will play a key role in managing inbound and outbound communications, qualifying leads, and maintaining an organized and efficient intake process. This position is ideal for someone who thrives in a client-facing environment, communicates confidently, and takes ownership of their responsibilities. Your ability to balance professionalism, efficiency, and a client-centered approach will be essential to success in this role.
Requirements
- Schedule: Monday to Friday, 9:00 AM to 5:00 PM
- Time Zone: CST
- Experience in legal environments, particularly estate planning, is a plus but not required
- Soft sales skills are highly desirable
- Ability to handle inbound and outbound calls efficiently
- Experience managing client intake or lead qualification processes preferred
- CRM systems (experience preferred)
- VOIP systems (experience preferred)
- Smith.ai or similar answering services
- Strong verbal and written communication skills
- High level of English proficiency
- Detail-oriented with strong organizational skills
- Ability to manage multiple leads and tasks efficiently
- Professional and client-focused mindset
- Proactive and self-driven approach to work
- Strong time management and prioritization skills
- Ability to handle confidential information with discretion
- Soft sales and persuasion skills
- Adaptability and problem-solving abilities
Nice To Haves
- Experience in legal environments, particularly estate planning, is a plus but not required
- Soft sales skills are highly desirable
- Experience managing client intake or lead qualification processes preferred
- CRM systems (experience preferred)
- VOIP systems (experience preferred)
Responsibilities
- Serve as the first point of contact for potential clients via phone calls, website forms, and emails
- Ensure a professional and positive client experience at all times
- Collaborate with internal tools and systems to track and manage leads
- Send relevant information and follow-ups to potential clients
- Schedule appointments and manage calendars efficiently
- Screen and assess potential clients based on provided criteria
- Conduct inbound and outbound calls to engage and qualify leads
- Send appointment reminders and ensure client readiness
- Maintain ownership of the full intake process from first contact to scheduling
- Assist candidates in completing questionnaires and intake forms
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
