Legal Intake Specialist (Bilingual – Spanish Speaking)

Viles & BeckmanFort Myers, FL
$23 - $27Onsite

About The Position

Viles and Beckman. The 5 Star Law Firm®. Where every client is treated like family. We’re looking for someone who thrives in the gray, adapts on the fly, and has both the instinct and the discipline to convert first conversations into lasting relationships. If that sounds like you, this isn’t just a role. Este no es solo un trabajo. Esta es una oportunidad. You’re someone who thrives in high-stakes conversations and knows how to guide people toward the help they need. You listen deeply, act decisively, and take ownership of every interaction. You’re not just looking for a job. You want to make a difference. As the first point of contact, you are the voice clients remember. You set the tone for the entire experience.

Requirements

  • Proven sales experience with a track record of closing. If you can’t sell, this isn’t for you.
  • Natural empathy, active listening, and the ability to connect with people in crisis.
  • Comfort with technology (Slack, Zoom, CRM systems, Microsoft Office Suite, AI Tools).
  • Flexibility to work rotating shifts (day or evening).
  • Professional presence that reflects the integrity and compassion of our firm.
  • You are fully bilingual in English and Spanish.

Nice To Haves

  • Personal injury or legal background is a plus, but not required.

Responsibilities

  • First point of contact: Answer calls, respond to online inquiries, and welcome walk-ins with professionalism and empathy.
  • Qualify & close: Actively listen, determine if potential clients meet criteria, and walk them through the sign-up process (electronic signature or in-person).
  • Lead follow-up: Drive a chase cycle with potential clients until a connection is made, following up consistently until they’ve signed.
  • CRM data entry: Accurately document every detail in our CRM for a seamless handoff to the legal team.
  • Referral coordination: Provide warm handoffs to referral partners when appropriate, protecting relationships and client trust.
  • Adapt and decide: Follow our proven sales playbook while using intuition to adjust communication to each client’s needs.
  • Represent our values: Represent the firm’s mission and values in every conversation.

Benefits

  • Competitive hourly pay ($23–$27) plus performance-based incentives
  • Unlimited PTO and a strong focus on work-life balance
  • 401K with matching
  • Full benefits package
  • A supportive, family-focused culture
  • Opportunities to grow within a high-performing team
  • The chance to make a real impact in the community we serve
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