Sales Coordinator

Overview

We are seeking a motivated, sales-driven Sales Intake Coordinator to be the first point of contact for prospective clients. This role is ideal for someone with strong communication skills and a background in sales who thrives on building trust and converting inquiries into clients. You will play a vital role in guiding potential clients through the consultation process, clearly communicating our value, and ensuring a smooth onboarding experience.

Responsibilities include but are not limited to:

• Conduct comprehensive intake assessments to understand prospective clients needs and goals
• Educate potential clients on the firms services and clearly communicate value propositions
• Build rapport and trust through professional, empathetic communication
• Handle inbound client inquiries via phone, email, and in-person meetings
• Coordinate appointments and maintain scheduling for consultations and follow-ups
• Manage and organize both electronic and physical client files
• Process payments securely via online payment portals
• Maintain accurate records of client interactions and activities in the CRM system
• Conduct regular follow-ups with leads to encourage conversion
• Contribute to lead management and business development strategy through consistent outreach

• Minimum of 3 years of experience in a sales-focused role (legal, insurance, or financial services preferred)
• Prior experience with intake coordination or CRM systems is strongly preferred
• Proven ability to convert leads and close sales
• Strong public speaking and interpersonal communication skills
• Highly organized with excellent time management and multitasking abilities
• Self-starter who thrives in fast-paced environments with minimal supervision
• Empathetic, professional demeanor with the ability to build client trust
• Strong interest in the legal industry and commitment to client service
• Comfortable networking independently and contributing to firm growth

Compensation: Pay will be offered based on several factors including the candidate's education, work experience, work location, specific job duties, and certifications.
Benefits: We offer comprehensive benefits to include health, and an incentive recognition bonus (all benefits are based on eligibility).

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you're a high-energy, people-oriented professional who loves helping others and thrives in a goal-driven environment, we encourage you to apply and grow your career with us.