Intake Specialist

Cebu City, Cebu
Permanent
Full-time

2 months ago
Apply easily

We are seeking a confident and professional Intake Specialist to join our growing team. This role combines sales and administrative responsibilities and serves as the first point of contact for prospective clients. You'll guide potential clients through initial consultations, helping them take meaningful steps toward resolving their legal matters.Key Responsibilities

Schedule paid consultations with attorneys

Screen incoming calls for case relevance to practice areas

Apply persuasive sales techniques to build rapport and handle objections

Collect and process consultation payments

Take detailed notes while actively listening to callers

Follow up with leads from web forms, referrals, and phone calls

Draft and send customized emails with impeccable grammar and spelling

Maintain accurate records and reports on potential clients

Redirect non-intake calls to appropriate team members

Requirements

Minimum 1 year of proven sales experience

Strong work history (at least 2+ years tenure in previous roles)

Excellent English writing and grammar — proofreading assistance not provided

Exceptional active listening skills and confident conversational control

Ability to type at least 50 words per minute while speaking

Technical Skills

Familiar with Microsoft Outlook

Experience using CRM or legal case management software

Personal Attributes

Sales-driven mindset with a “closer” mentality

Professional and empathetic tone; able to connect while staying in control

Background in the legal industry, particularly family law, is a plus

Staff4Me