Legal Intake - Sales Consultant

• Communicate with prospects via email, phone calls or other forms of communication to convert them into qualified leads and funnel them to the sales pipeline
• Update customer database regularly to provide the most up-to-date client information to the sales team
• Qualify incoming leads so appointments are arranged as fast as possible to provide an excellent customer service experience
• Record monthly and quarterly sales and performance goals to ensure they are being met

• Set appointments for potential clients that meet our criteria to keep our lawyers’ schedules organized and grow our caseload
• Supervise new client onboarding and current client files through data entry and paperwork collection to ensure our cases are managed efficiently
• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard

• Superb communication skills, both written and verbal, as well as interpersonal skills and time management skills
• Working knowledge of the sales process and CRM software
• High school diploma or equivalent required, college degree preferred
• Must have a valid U.S. driver’s license and be able to travel by car
• Proven track record of at least 2 years of experience in a sales position or related field

The Siegel Law Group, a fast-growing law firm in South Florida, knows firsthand what can happen if you are unprepared for life’s challenges. Our goal is to help those we serve with careful planning of their assets. We are also committed to helping individuals through holistic planning options and helping them qualify for much-needed benefits to impact lives positively.

Some of the benefits of joining our team include:

• Being part of a family atmosphere
• Paid Holidays
• Health Insurance and 401(k) are available
• Disability Insurance available
• Life Insurance available and paid for
• Work Life balance culture, amazing work schedule