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Intake Specialist

3 months ago

Philadelphia, Pennsylvania, United States Petrelli Previtera Full time

Are you ready to make a meaningful impact in an award winning family law firm? Our firm is seeking a dynamic Sales and Intake Specialist to be the front-line hero for our potential clients. If you have sales experience and are looking for a career change, this opportunity might be the perfect fit for you

Why Join Us?

At our firm, we believe in passion, collaboration, and excellence. You'll be part of a supportive, tight-knit team where your contributions truly matter. With comprehensive training and resources, we're committed to helping you shine in your role.

Your Role:

Client Intake:

  • Be the welcoming voice for all inbound calls, responding swiftly and professionally.
  • Dive deep into understanding prospective clients' legal needs and set up consultations with our attorneys.
  • Become familiar with our firm's services to effectively communicate their benefits to potential clients.
  • Provide accurate information while adhering to legal and ethical guidelines.
  • Work in-office every day with our Philadelphia team.

Sales & Client Relationship Management:

  • Transform warm leads into loyal clients with your follow-up skills.
  • Keep meticulous records of all client interactions in our CRM.
  • Prepare fee agreements outlining our services, fee structures, and payment options.
  • Reach out to clients post-consultation to reinforce their decision to choose us.

Team Collaboration:

  • Work hand-in-hand with attorneys, paralegals, and other staff.
  • Efficiently schedule appointments, ensuring productivity and organization.
  • Participate in team meetings to update on potential cases and client interactions.
  • Organize paperwork and manage data entry in our CRM for seamless onboarding and client file management.

What We're Looking For:

  • Stellar verbal and written communication skills with a natural ability to build rapport.
  • Exceptional organizational skills and a keen eye for detail.
  • Proficiency with computers, data entry, and spreadsheet management.
  • Ability to thrive both independently and in a collaborative, fast-paced environment.
  • At least 1 year of experience in sales or customer service, with a track record of meeting performance metrics.

Ready to Transform Lives?

If you're enthusiastic, empathetic, and eager to grow with a company that values its team members, we want to hear from you. Join us and be a part of a team that's dedicated to making a difference in the lives of our clients.

Apply Now and Start Your Journey with Us

About Us:

Petrelli Previtera was founded in 2017 with a mission to redefine the divorce experience and inspire a lifestyle reset that leaves one feeling energized, empowered, and optimistic. We pride ourselves on being able to take our clients from Chaos to ClarityTM so that they can begin living the future that they desire, today. From , we have been named to the INC. 5000 list of the fastest-growing companies in the US and locally by the Philadelphia Business Journal. We were named to the 2022 INC. 5000 and Philadelphia Business Journal Best Workplaces. We have been named to the Philadelphia Business Journal's Soaring 76 list from . We are committed to the work we do for our clients and value professional development and team building.

Petrelli Previtera, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, marital status, sexual orientation, gender identity, disability, or any other category prohibited by local, state, or federal law. This policy applies to all aspects of employment, including recruitment, placement, promotion, transfer, demotion, compensation, benefits, social and recreational activities and termination.