What are the responsibilities and job description for the Client Intake Specialist position at Idaho Estate Planning, PC?
Job Title: Client Intake Specialist
Location: Idaho Estate Planning
Job Type: Part-Time with Full-Time potential
Salary: $18.00 an hour base with incentives available after the first 90 days.
About Us:
- Dedicated and client-focused estate planning law firm.
- Values compassionate service, clear communication, and expert guidance.
- Focus on helping individuals and families protect their legacies.
Job Overview:
- First point of contact for prospective clients.
- Conduct initial consultations, assess client needs, and explain options for moving forward.
- Convert inquiries into retained clients through effective communication and a consultative approach.
Key Responsibilities:
Client Consultation & Intake:
- Conduct initial consultations (phone, Zoom, in-person).
- Listening and understanding client’s needs.
- Provide transparent information on pricing, processes, and next steps.
- Follow up with potential clients to address questions and encourage engagement.
Administrative & Tracking:
- Maintain detailed records of consultations.
- Track conversion metrics.
- Work with CRM systems to manage client interactions.
Collaboration & Strategy:
- Collaborate with attorneys to ensure a seamless transition from consultation to legal services.
- Assist in refining sales and intake strategies to enhance client experience and firm growth.
Qualifications:
- Experience in sales, client relations, or legal intake (estate planning or legal background preferred).
- Strong communication and interpersonal skills.
- Ability to explain firm processes and offerings clearly.
- Comfortable working with CRM systems.
- Detail-oriented with excellent follow-up skills.
- Compassionate and client-centered approach.
Why Join Us?
- Meaningful work that helps families secure their futures.
- Supportive and friendly work environment.
- Competitive salary with performance-based incentives.
- Opportunities for professional growth within the firm.
To Apply:
- Please send your resume and a brief cover letter explaining why you would be a great fit for this role.
Ready to join our team? Apply now!
Job Type: Part-time
Pay: $17.00 - $18.00 per hour
Work Location: In person
Salary : $17 - $18