Client Intake Specialist at SMB Team in California

Do you consistently convert leads into retained clients? Do you want a new challenge that rewards your efforts? Do you epitomize “speed to the lead”?

If you answered "yes" to these questions, keep reading. Step into a rewarding career as a Client Intake Specialist for our family law firm client in Orange, California. Be a trusted guide for clients during life-changing moments, while shaping the growth of a respected law firm. Enjoy a constant flow of qualified leads—no cold calling—thanks to innovative marketing and supportive leadership. Use your people skills to make a meaningful difference and be recognized for your achievements with uncapped earning potential and clear paths for success.

If you’re driven to help others, want to build a fulfilling career, and thrive in a collaborative, energetic environment, we want to meet you.

WHAT'S IN IT FOR YOU? ⚖️ Join a prestigious, in-demand family law firm where your contributions are valued and your growth is supported.

📍 Work from home, at our office in Orange, California, or choose a hybrid schedule—enjoy the flexibility that fits your life.

💰 Enjoy a competitive $60,000 base salary, unlimited earning potential with uncapped performance bonuses, and regular reviews that reward your achievements.

🚫 Absolutely no cold calling—focus your talents on qualified, interested clients only.

What you will do

• Be the first friendly voice our clients hear. Respond to phone inquiries promptly and professionally, making every interaction count.
• Build genuine connections by engaging leads consistently through calls, emails, and texts.
• Listen actively to understand each client’s needs and recommend tailored solutions from our family law services.
• Celebrate your results, track your success, and regularly share progress with the team.
• Showcase the unique value of our firm, helping clients see why we’re the right choice for their family law needs.
• Stay organized and efficient by maintaining accurate records and following proven sales strategies.
• Guide clients through the onboarding process, making it easy for them to get started with clear explanations and support.
• Keep client information secure and up to date in our modern digital systems.
• Set high standards for yourself and be rewarded for consistently exceeding quotas.

What success looks like

• Strive to obtain and sustain a minimum average 35% conversion rate.

• Streamline sales processes that produce new clients for the law firm.

• Accolades received by clients.

• No leads fall through the crack.

Pursuant to California regulation, the annual salary range for this position is $50,000 to $60,000, contingent on relevant experience and education, and includes eligibility for performance-based bonuses.

• Possesses previous sales experience, preferably in a professional services or law firm setting
• Has superior computer skills and data entry abilities
• Ability to handle objections with compassion and skill
• Articulate with advanced communication skills by phone and email drafting
• Exhibits active listening with genuine empathy, but maintaining absolute, authoritative control of a phone call to guide potential clients to a financial and legal solution
• Displays a high level of personal accountability
• High School Diploma or its equivalent, office work experience, and a self-directed work ethic

401(K), PTO