The PI Intake Specialist will handle inbound calls from prospective clients, conduct intake interviews, and accurately document case details. They will also provide compassionate support, manage follow-ups, and collaborate with the legal team to ensure a seamless client experience.
Review estate planning documents, particularly revocable living trusts drafted by the paralegal team, and approve completed plans for accuracy and alignment with client goals. Provide custom language or revisions when needed and coordinate with the client services team on drafting questions and adjustments.
The Sales Manager will hire, train, and oversee a remote team while ensuring monthly benchmarks for consultations and client acquisition are met. They will also handle sales consultations and provide ongoing guidance to maintain high performance.
Lead high-volume phone consultations to convert inbound inquiries into paying legal clients. Collaborate with the legal team to hit monthly sales goals and assist with call routing.
