Role Description Intake Specialists are part of a devoted and exceptionally important team at The Advocates. It is a sales-focused team who speak on the phone with potential clients to understand their needs, help them feel comfortable, position our firm as a solution to their needs and sign them as new clients. While this is a sales position, there are no cold-calls required - you will be working with clients who have reached out to us. The Perfect Fit:

• Empathetic, sales-focused person who wants to help make a difference in people’s lives.
• Ability to balance helping clients see the value of the professional role the Advocates bring to their case while expressing a warm and empathetic understanding of their situation.

This Career will be Fulfilling if You:

• Enjoy helping injured people who are going through a difficult time.
• Can quickly interpret emotional conversations to identify the root of an issue.
• Remain steady and supportive during emotional conversations.
• Are a good listener and people go to you for advice.
• Think strategically and can juggle multiple priorities at once.
• Are goal-driven and thrive in a fast-paced environment.

Key Responsibilities

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease.
• Engage new inbound leads quickly via phone, text, and email.
• Manage and track prospect pipeline using lead management software.
• Schedule and conduct detailed phone interviews to assess case potential.
• Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach.
• Conduct new client intake and onboarding in lead management software.

Schedule & Shift Details:

• Regular Schedule (Post-Training):
• Saturday: 8:30 AM – 5:00 PM PST
• Sunday: 9:30 AM – 6:00 PM PST
• Weekday: One flexible 4-hour shift between 10:00 AM and 5:00 PM PST
• Total Hours: Approx. 20 hours/week (post-training)

Qualifications

• Minimum of 2 years in sales, customer success, account management or client onboarding (required).
• 1+ years' recent experience in a fast-paced office environment (required).
• Spanish language skills – bilingual fluency (preferred).
• Documented history of exceeding goals and metrics (preferred).
• Professional services or B2C experience (preferred).
• Associate's degree or higher (preferred).