Sales & Intake Specialist Bilingual(English / Spanish)

Sales & Intake Specialist

Job Type: Full-Time

Work Hours: Monday to Friday, 8:30 AM to 5:00 PM Pacific Time with a 30-minute break

Job Overview:

We are seeking a highly fluent Spanish-speaking Sales & Intake Specialist with excellent communication, interpersonal, and sales skills to engage with prospective clients and manage incoming non-personal injury (non-PI) leads.

The ideal candidate is confident in speaking with potential clients, building rapport, identifying their needs, explaining available services, and guiding them through the next steps. This role requires someone who can communicate effectively in Spanish while demonstrating a strong ability to build trust and convert prospective leads into clients.

Key Responsibilities:

• Handle inbound and outbound calls with prospective clients, primarily communicating in Spanish.
• Engage with non-personal injury (non-PI) leads to understand their inquiries, identify their needs, and assess their potential fit.
• Build rapport with prospective clients through professional, empathetic, and persuasive communication.
• Explain available services, address initial questions and concerns, and provide general information to guide prospects through the next steps.
• Apply consultative sales techniques to nurture leads, handle objections, and maximize client conversion opportunities.
• Conduct timely follow-ups with prospective clients through phone calls, text messages, and emails.
• Identify qualified leads and coordinate appropriate next steps with the internal team.
• Maintain accurate lead records, interaction notes, and follow-up activities in the CRM.
• Perform other administrative tasks and duties as assigned to support daily operations.

Required Skills & Qualifications:

• Fluent in Spanish, with excellent verbal and written communication skills.
• Strong English communication skills.
• Proven experience in sales, client relations, customer service, or lead conversion, preferably in a phone-based role.
• Excellent interpersonal and relationship-building skills, with the ability to establish trust and rapport with prospective clients.
• Strong sales, negotiation, persuasion, and objection-handling skills.
• Ability to identify client needs, explain available services, and guide conversations toward a positive outcome.
• Customer-focused, empathetic, and patient when handling client inquiries.
• Proactive, results-driven, and capable of managing multiple leads and follow-ups.
• Strong organizational skills, attention to detail, and ability to work independently in a remote environment.
• Experience using CRM platforms and lead management tools is an advantage.
• Previous experience in the legal industry is preferred.

Note: An NBI or police clearance will be required upon acceptance of the job offer.