Intake Specialist - Charlotte

The Lisinski Law Firm•Charlotte, NC

1d•Onsite

About The Position

Ready to be a frontline revenue driver? At Lisinski Law Firm, the Intake Specialist is far more than a salesperson—you are the bridge serving role where empathy meets accountability. We aren't looking for "order takers"; we are looking for closers who understand that every signed contract represents a life changed. In this on-site role in Charlotte, you will own the client journey from the first "hello" to the down payment. You’ll be expected to navigate complex emotions with professionalism, overcome pricing resistance with confidence, and maintain a "relentless follow-up" mindset. If you are a high-performer who thrives in a results-driven environment and wants your work to have a profound social impact, this is your next level.

Requirements

Action Oriented – Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision.
Collaborates – Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
Resourcefulness – Effectively uses available tools, training, guidelines, and follow-up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation.
Instills Trust – Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services.
Proficient with Microsoft Office Suite or related software
The "Shark" with a Heart: You possess a rare blend of deep empathy for the immigrant community and a fierce competitive drive to hit your quotas.
Bilingual Mastery: You are fully fluent in Spanish and English (B2-C1). You can lead a complex, technical legal conversation in both languages with authority.
Proven Closer: You have 1–3 years of quota-carrying sales experience. You are comfortable asking for money because you believe in the value you provide.
Action-Oriented & Nimble: You don’t wait for instructions; you see a lead and you move. You handle high-volume environments without losing your attention to detail.
Trust Builder: You build rapport quickly. Clients feel safe with you, yet they respect your professional boundaries and guidance.

Nice To Haves

Experience: Prior experience in legal intake, financial services, or insurance is a massive plus.

Responsibilities

Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and close the engagement with confidence and empathy.
Meet or exceed individual KPI targets, including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign.
Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework. Involve a manager for approved exceptions only.
Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training.
Follow up relentlessly. Maintain consistent, structured follow-up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision.
Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans.
Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract.
Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect).
Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills.
In every interaction, embody the firm's commitment to dignity, access, and empowerment.