Demo

Intake Specialist

Sechler Law Firm
Warrendale, PA Full Time
POSTED ON 3/10/2025
AVAILABLE BEFORE 6/9/2025

Job Description

Job Description

Sechler Law Firm is searching for an energetic inside sales representative to join our team and support business growth. In this role, you will be responsible for engaging, equipping, and educating potential clients on the value of estate planning. Our ideal candidate balances compassion and enthusiasm, displays excellent presentation skills and adapts quickly. If you’re looking for an exciting, growth-oriented career in sales, please apply today!

Responsibilities :

  • Keep the customer database updated to ensure information on prospective and past clients is current
  • Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
  • Expand the clientele by finding new business opportunities within specific geographies
  • Ensure customer satisfaction by providing quality customer service, facilitating and promoting thoughtful dialog for participants in seminars to promote active learning and eventual engagement with Sechler Law Firm
  • Demonstrate the ability to facilitate discussions and field questions within the scope of the presentation
  • Lead one-to-many sales workshops for potential clients

Qualifications :

  • Great time management, interpersonal, and communication skills, both written and verbal
  • Experience using CRM software as part of the sales process
  • Current U.S. driver’s license and the ability to travel by car
  • 3-5 years of sales experience is required, front of room one-to-many sales experience is a plus
  • Evening availability required
  • About Company

    At Sechler Law Firm, LLC, our mission is to help families make great plans. Our process first provides you with the education necessary to make informed decisions with regard to your planning. Then we put the proper documents and legal framework in place to respond to life’s unfortunate changes.

    Our Estate Planning law office is headquartered in Cranberry Township, PA. From this office, we happily serve the residents of Cranberry, Mars, Wexford, Pittsburgh, Butler, and the residents of surrounding communities. As one of the region’s only Certified Elder Law Attorneys, Tim Sechler, and his team often assist families from across Western Pennsylvania.

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