Sales and Client Engagement Professional

1 week ago


Vincennes, Île-de-France, United States Cookman Law Full time

Cookman Law is a dynamic and growing California-based law firm specializing in estate planning. We are seeking a highly skilled Client Intake Specialist to join our team. This is an excellent opportunity for a motivated and organized individual to excel in client intake and sales.

Job Overview:

We provide exceptional legal services while ensuring client satisfaction. Our mission is to support families with diverse needs, and we are looking for a dedicated professional to help us achieve this goal.

Job Responsibilities:

  • Client Intake & Screening: Answer inbound calls, emails, and online inquiries from potential clients, providing a positive and professional first impression.
  • Lead Qualification: Assess potential clients' legal needs through a series of questions, ensuring they meet the criteria for our legal services.
  • Sales Follow-Up: Follow up on leads and inquiries via phone, email, and text to maximize conversion rates and maintain a high closing percentage.
  • Appointment Scheduling: Schedule consultations with attorneys, coordinating between the client and attorney availability.
  • CRM Management: Enter and maintain detailed notes and client information in our client relationship management (CRM) system.
  • Client Relationship Management: Build rapport with potential clients, providing excellent customer service to ensure a positive experience throughout the intake process.
  • Tracking & Reporting: Track all leads, conversions, and intake metrics. Provide regular reports to management on key performance indicators (KPIs) related to sales and intake.

Benefits: In addition to the competitive salary range of $65,000 - $85,000, we offer a comprehensive benefits package including medical, dental, and vision insurance, 401(k) matching, and paid time off.

Others: As a member of our team, you will have opportunities for professional growth and development, as well as access to ongoing training and education.



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