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Intake Specialist

4 months ago

Vancouver, United States Pettis Webber Pacific P.S. Full time
Job DescriptionJob Description

Our firm is looking for an exceptional person to assist the firm in exceeding new client goals by being a welcoming voice for our prospective clients seeking assistance through inbound channels. Are you a naturally compassionate listener, who enjoys talking with people on the phone and has a passion for empowering others? Then keep reading

The Intake Specialist we are seeking will be responsible for communicating with prospective clients, balancing warmth and professionalism to foster trust and confidence in our firm. We want someone who maintains the utmost level of authenticity while connecting with others and demonstrating a genuine desire to build meaningful relationships.


  • REMOTE, HYBRID OR IN-OFFICE positions available
Compensation:

$20 hourly

Responsibilities:
  • Conduct Intake Calls: Complete intake calls with clients, demonstrating a love for engaging in meaningful conversations over the phone. Gather relevant information with a warm and empathetic approach
  • Schedule Quality Consultations: Book quality consultations, utilizing strong interpersonal skills and emotional intelligence to connect and build rapport, ensuring comfort in discussing personal and financial matters
  • Empower Clients: Believe in empowering clients rather than rescuing them, providing support and guidance while respecting their autonomy and decision-making process
  • Attention to Detail: Maintain a detail-oriented approach, ensuring accuracy and completeness in client records, intake forms, and appointment scheduling
  • Technical Skills: Utilize technical skills and/or be willing to learn the systems to effectively manage client information, appointments, and follow-up tasks
  • Intuition and Insight: Apply intuition and insightful thinking to anticipate client needs and preferences, providing personalized support and recommendations to enhance their experience
  • Lead Outreach: Conduct outreach to leads lists, engaging potential clients with charm and professionalism to generate interest and schedule appointments
  • Support Seminars and Webinars: Assist in supporting seminars and webinars, demonstrating professionalism and enthusiasm in engaging with participants and providing administrative assistance as needed
Qualifications:
  • Ability to manage a high volume of incoming calls and time on the phone
  • Ability to relate to and work with the elderly, their families, and caregivers
  • Display a willingness to learn and grow, actively seeking opportunities to expand knowledge and skills to better serve clients and support the sales team
  • Knowledge of modern office equipment and efficient computer skills
  • Demonstrate high follow-through on commitments made during client interactions, ensuring that promises are fulfilled promptly
  • Demonstrate a proactive attitude and a love for taking action and addressing client needs to make a positive impact
  • Exhibit high emotional intelligence during client interactions, and ability to navigate discussions about sensitive topics such as money, assets, goals, and health with compassion and directness
  • Prior customer service and/or inbound sales experience
  • Ability to work in a fast-paced environment
  • High school diploma, some secondary education/training


In office and Hybrid position qualifications:

  • Business attire required
  • Must be able to lift 25 pounds from floor to overhead
  • Must have a valid driver's license and driving insurance coverage
  • A current Notary Public license is required (or the ability to obtain one)


Remote position qualifications:

  • We are looking for individuals who can work independently without constant supervision.
  • A stable internet connection is crucial for effective communication and productivity.
  • You must have a dedicated workspace that ensures privacy and confidentiality.
  • This position requires a U.S. based location.
About Company
  • Our Firm's Mission: Empowering people to live with greater joy and freedom from fear as they age
  • Our Firm’s Vision: Bring more life to the world through estate planning and education
  • Our Firm’s core values: We value truth above all else. We believe vulnerability is power. Mistakes are lessons gifted to us for progress, and authenticity is gold. We always strive to do our best. We create, be, and see the beauty in everything