V104C - Legal Intake Specialist

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Job Description:

We are seeking a compassionate, detail-oriented Legal Intake Specialist to serve as the first point of contact for prospective clients seeking guidance related to Medicaid planning, estate planning, asset protection, long-term care planning, and special needs planning.

This is a client-facing, conversation-driven role that directly impacts both the client experience and the firm's growth. The individuals and families who contact our firm are often overwhelmed, confused about complex planning issues, or anxious about protecting their assets and loved ones.

Schedule: Monday to Friday 8:00 AM to 5:00 PM EST/EDT

Responsibilities include, but are not limited to:

• Follow established systems, scripts, workflows, and training protocols.

• Gather and verify financial, personal, and situational information accurately.

• Qualify prospective clients according to firm guidelines and established criteria.

• Conduct follow-up calls with prospective clients.

• Deliver a professional and compassionate client experience on every interaction.

• Answer inbound calls promptly, professionally, and with empathy.

• Identify the nature of each caller's legal concerns

• Schedule consultations with attorneys and advisors when appropriate.

• Maintain accurate and detailed CRM records and notes.

Requirements:

Work Shift:

Languages:

Ready to dive in? Apply now and make sure to follow all the instructions! 

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.