Client Intake Consultant (Sales)

Client Intake Consultant

Are you passionate about helping people?

Douglas Family Law Group, a prominent law firm specializing in family law matters, is currently seeking a Legal Sales Consultant to join our team in White Plains, NY. This position offers a unique opportunity for a motivated and results-driven individual to contribute to the growth and success of the firm. As a legal sales role, you will be responsible for developing and implementing effective sales strategies to attract and retain clients. The ideal candidate should possess excellent communication and interpersonal skills, with a strong ability to build relationships and provide exceptional customer service. Previous experience in legal sales or a related field is highly desirable. If you are a dynamic and ambitious professional looking to make a significant impact in the legal industry, we invite you to apply and join the Douglas Family Law Group.

No prior legal experience is necessarily required. This is a base salary of $50k-60k + commission role!

Responsibilities

• Evaluate prospective client inquiries and phone calls, analyzing their case fit and making sure they feel seen and heard
• Conduct initial client consultations to sell legal services
• Oversee the smooth transition of new cases to the legal team
• Follow up with potential new clients and existing clients
• Maintain a tracking system to monitor leads, new clients, and referral sources
• Administrative duties to ensure neat, concise organization of PNC tracking system

Qualifications

• Familiarity with case management and CRM systems a bonus
• Knowledge of the legal industry is an asset
• 2+ years’ experience in sales of products or services required. Strong preference given to candidates with experience selling luxury or high-end products
• Proven track record using a consultative sales approach is required
• Proficient using office systems, software, and databases. Experience using MS Office, and Clio, strongly preferred