Intake Specialist

• Conduct inbound eligibility screenings to assess potential client qualification for immigration services.
• Provide a professional, compassionate, and client-focused experience during all interactions.
• Guide prospective clients through a structured intake questionnaire to identify potential immigration solutions.
• Conduct outbound calls to engage prospective clients and promote consultations.
• Execute timely follow-up communications based on pipeline stage and business priorities.
• Maintain consistent client contact to support conversion and reduce lead drop-off.
• Ensure client profiles are accurately completed and maintained in the case management system.
• Track and document all interactions, dispositions, and follow-up actions.
• Adhere to intake SOPs, quality standards, and compliance requirements.
• Collaborate with Sales Consultation leadership to ensure a smooth intake-to-consultation handoff.
• Participate in sales contests, training sessions, coaching, and team meetings.
• Build knowledge of firm services, immigration processes, and effective engagement techniques.
• Perform other duties as assigned.

• Minimum 1 year of experience in customer service and sales; outbound calling experience preferred.
• Bilingual proficiency in English and Spanish (spoken and written) required.
• Strong communication, persuasion, and interpersonal skills.
• High empathy, emotional intelligence, and a client-centered mindset.
• Ability to thrive in a fast-paced, competitive, and metric-driven environment.
• Strong organizational and time-management skills.
• Intel i5 (8th Gen+) or AMD Ryzen 5 (3000+) or Mac M1+ computer.
• Minimum 8 GB RAM and 256 GB SSD.
• Windows 11 or macOS.
• Two screens required.
• USB wired or wireless headset.
• Wired internet connection, minimum 20 Mbps.
• Minimum 85% QA.
• Minimum 15% gross conversion rate.
• Minimum 8% answer rate.
• Ability to sit for extended periods while using a computer, phone, and other office equipment.
• Ability to handle typing and data entry tasks efficiently.

• Paid Time Off
• Mental Health Days