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.
The contributor will create educational content such as videos, articles, and podcasts to share professional insights on traffic-related systems. They will also provide expert commentary, quotes, and reviews to ensure accuracy in traffic-related topics.
The Personal Injury Intake Manager will oversee the end-to-end intake process, including qualifying leads and managing the intake team to ensure high conversion rates. They are responsible for coaching staff, monitoring performance metrics, and implementing process improvements to scale operations.
The role involves scheduling and qualifying clients for estate planning strategy sessions while maintaining attorney calendars. You will be responsible for enforcing intake policies, ensuring questionnaire completion, and tracking session metrics.
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.
