Personal Injury Law Firm Sales Intake Specialist - Stockton CA
About The Position
Sepulveda Sanchez Law is seeking a Sales Intake Specialist to lead the first and most critical stage of their client journey. This role is pivotal in ensuring that every prospective client feels heard, informed, and supported from the very first call. By guiding individuals through Intake with empathy and precision, the Sales Intake Specialist will set the tone for our client relationships, help families in crisis find clarity, and ensure no opportunity to serve goes unrecognized. The firm is a fast-scaling personal injury firm that is relentless in advocating for injury victims across California and New York. They have decades of litigation experience and a proven history of securing successful verdicts and settlements. Their approach ensures that insurers and defendants take their clients seriously and that every case receives the full respect and attention it deserves. What sets them apart is their commitment to clarity, compassion, and personal connection. They give back through community partnerships, including their work with the Triumph Foundation and outreach programs serving Latino youth and spinal cord injury survivors.
Requirements
- Minimum of 2 years in sales, business development, or intake roles, with proven success in inbound lead conversion and closing.
- Demonstrated ability to convert inbound leads into signed clients through confident communication, objection handling, and consistent follow-up.
- Strong verbal and written communication that builds trust quickly and reflects the firm’s emphasis on clarity and transparency.
- Strong proficiency in Spanish and English, enabling effective communication with a diverse client base.
- High integrity, resilience, and adaptability with a growth mindset that aligns with a young, fast-moving office committed to hard work and genuine client care.
Nice To Haves
- Prior exposure to personal injury or professional services industries is highly valued.
- Familiarity with personal injury intake criteria and the consultative steps needed to support a trial-ready approach is a plus, but not required.
Responsibilities
- Own the client-facing intake process from initial contact through signed representation, handling calls, texts, web forms, and scheduled consultations to ensure clear next steps, persistent follow-up, and successful conversion.
- Handle screening and qualifying prospective clients against firm criteria, ensuring that case details are properly captured and transitioned to the legal team.
- Confidently communicate the firm’s value proposition, address objections, and secure engagements that meet practice criteria, while coaching intake staff on scripts, bilingual communication, and empathetic tone.
- Maintain accountability for personal intake metrics such as response speed, contact rates, follow-ups, and signed cases, adjusting approach as needed to improve results.
- Develop and maintain intake scripts, qualification checklists, and call frameworks aligned with personal injury standards including liability, damages, venue, and medical pathways, while ensuring conflict checks, insurance details, police reports, and medical information are captured and handed off accurately.
- Ensure CRM hygiene, accurate source attribution, and pipeline integrity, recommending improvements based on trends observed in blogs, FAQs, and client results content.
- Partner with attorneys, pre-litigation teams, and marketing to absorb volume spikes during campaigns, align on case readiness, and support continuous improvement initiatives.
Benefits
- Medical and dental insurance.
- 401(k) with employer contribution (after one year).
- 10 days of PTO in the first year, plus paid holidays & additional sick leave.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
