Legal Intake, Sales Specialist
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Job Description
Legal Intake and Sales Specialist helping clients navigate bankruptcy matters for a U.S.-based law firm. Managing inbound calls and guiding prospects toward financial relief solutions.
Responsibilities:
- Answering all new client inbound calls during business hours and serving as the firm’s primary intake contact
- Conducting structured intake conversations to assess financial circumstances and bankruptcy eligibility
- Explaining bankruptcy options (such as Chapter 7 and Chapter 13 at a high level) in a clear and reassuring manner
- Converting qualified prospects into signed clients during the initial call whenever appropriate
- Scheduling consultations when necessary and coordinating seamlessly with the attorney
- Conducting consistent follow-up calls with warm leads and no-shows
- Documenting all conversations accurately and thoroughly in the firm’s systems
- Maintaining urgency to reduce intake delay and prevent lead loss
- Collaborating with the internal team to refine intake processes and improve conversion performance
Requirements:
- 2+ years of experience in legal intake, sales, client conversion, or high-volume phone-based roles
- Strong preference for candidates with bankruptcy law experience (Chapter 7 / Chapter 13 familiarity highly valued)
- Prior experience in a bankruptcy firm intake role is a major plus
- Proven ability to confidently handle inbound calls and guide prospects toward a decision
- Strong verbal communication skills with a professional, reassuring phone presence
- Ability to build trust quickly with individuals facing financial distress
- Experience conducting structured follow-ups and nurturing warm leads
- Comfortable working in a performance-driven environment focused on client acquisition
- Highly organized with strong documentation habits and attention to detail
- Reliable internet connection and professional remote work setup
- Experience with RingCentral or similar VoIP systems is a plus
Benefits:
- Competitive compensation in USD per month, based on experience
- Paid time off + U.S. national holidays off
- Fully remote role — work from anywhere with a professional home setup
- Opportunity to grow within legal intake, client acquisition, and bankruptcy law operations
- A supportive, transparent, and structured work environment through Veta Virtual and our client
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