V104 - Sales Intake Specialist
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: The Client Engagement Specialist serves as the welcoming first point of contact for prospective clients seeking guidance from Job Duck and the Estate Planning and Probate Law practice they support. In this role, you will manage inbound inquiries, guide individuals through qualification steps, and ensure they feel supported and informed throughout their experience. Your work will directly influence the firm’s growth by helping potential clients move confidently toward scheduling consultations and completing onboarding. Candidates who excel here are polished communicators who remain organized, steady under pressure, and naturally driven by measurable results. This opportunity is ideal for someone who enjoys meaningful client interaction, thrives in a structured workflow, and takes pride in consistent high performance. • Salary Range: $1 150 USD to $1 220 USD
Requirements
- Previous sales experience with proven ability to overcome objections
- Excellent verbal communication and persuasive techniques
- Sales‑driven mindset with proven ability to convert leads
- Reliability, trustworthiness, and detail‑oriented work style
- Comfortable working toward measurable KPI goals such as conversion rates
- 1 to 2 years in sales or client‑facing roles
- Experience maintaining CRM hygiene and pipelines
- Strong follow up and time management skills
- Ability to manage multiple priorities while meeting targets
- Empathetic communication style that builds trust while closing deals
- Goal‑focused, proactive, and resilient under pressure
- Professional and neutral communication
Nice To Haves
- Familiarity with estate planning or legal services is a plus
Responsibilities
- Maintain and update client data in CRM for seamless tracking
- Schedule consultations and process fees with accuracy and professionalism
- Track conversion performance and meet weekly and monthly KPI expectations
- Ensure every caller receives a professional and consistent client experience
- Collaborate with team members to drive firm growth
- Manage communication timelines to avoid delays in the intake funnel
- Organize and update client intake records with precision
- Support continuous improvement of intake strategies and workflows
- Drive lead conversion by engaging prospects and guiding them toward consultations
- Answer inbound calls with confidence and persuasive communication
- Qualify leads to identify high-value opportunities and assess client needs
- Follow up relentlessly to move prospects through the pipeline until they sign
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
