Role Mission:

Create exceptional first impressions, guide prospective clients with empathy and confidence, and help qualified families begin working with our firm. As our Client Intake & Sales Specialist, you will be the first voice many prospective clients hear when they contact Legacy Counsel. Your mission is to create an outstanding client experience while confidently guiding qualified prospective clients to schedule a paid consultation with one of our attorneys. You'll combine exceptional customer service with disciplined follow-up and consultative sales skills to help families confidently take the first step toward protecting the people and assets they care about most. What You'll Do Client Intake & Consultation Scheduling Welcome prospective clients with professionalism, warmth, and confidence. Build rapport and earn trust during the initial conversation. Identify each caller's legal needs. Explain our consultation process, fees, and next steps. Schedule paid consultations. Help prospective clients feel confident about choosing our firm. Client Communication Respond promptly to phone calls, emails, text messages, and online inquiries. Return missed calls quickly. Confirm appointments. Conduct thoughtful follow-up with prospective clients who have not yet scheduled or completed payment. Client Relationship Management Maintain complete and accurate records in our client management system. Document every client interaction thoroughly. Track prospective clients through each stage of the intake process. Coordinate with attorneys and staff to ensure a seamless client experience. Continuous Improvement Follow proven systems and communication scripts. Participate in ongoing coaching and training. Learn new technology and software. Help improve our client intake systems over time. What We're Looking For Core Competencies Outstanding verbal communication Positive and engaging phone presence Strong customer service skills Persuasive but never pushy High emotional intelligence Excellent organizational ability Strong attention to detail Exceptional follow-through Comfort learning new software and CRM systems Ability to prioritize multiple responsibilities while maintaining accuracy Experience in sales, customer service, hospitality, healthcare, banking, financial services, or another client-facing profession is highly valued. Prior law firm experience is helpful but not required . Success Looks Like This Three months after joining our team, you: confidently guide prospective clients through their first interaction with our firm; consistently convert qualified callers into scheduled consultations; ensure every prospective client receives timely follow-up; maintain complete and accurate documentation; contribute ideas that improve our client experience and systems; are trusted by the attorneys and staff to represent the firm with professionalism and care. This Position Probably Isn't the Right Fit If You... Dislike talking on the phone. Feel uncomfortable asking people to make decisions or pay for professional services. Prefer routine over continuous improvement. Need frequent reminders to complete tasks. Become overwhelmed when priorities change. Prefer working independently rather than collaborating with a team. Believe \"good enough\" is usually good enough. Why Legacy Counsel PLC?

We are:

A growing trust and estates law firm. Technology-forward and systems-driven. Committed to excellence and exceptional client service. Collaborative, supportive, and respectful. Focused on continuous learning and improvement. A place where initiative, reliability, and professionalism are recognized and rewarded. We invest in people who are committed to learning, growing, and contributing to something bigger than themselves. High performers have opportunities for increased responsibility, professional development, and long-term career growth. Benefits Competitive hourly compensation based on experience and capability Performance-based bonus opportunities 401(k) with employer matching Paid time off Professional development and ongoing training Positive, team-oriented work environment The Opportunity This position is ideal for someone who enjoys meaningful work, takes pride in helping others, and wants to build a long-term career with a growing professional organization. Every day, you'll have the opportunity to reassure families during uncertain times and help them take the first step toward protecting the people they love. If you enjoy building relationships, communicating with purpose, and continually improving your skills, we'd love to hear from you. At Legacy Counsel, we believe that great people build great organizations. If you're looking for more than just a job—if you're looking for a place where high standards, meaningful work, continuous learning, and genuine respect for one another are part of everyday life—we encourage you to apply. We'd love to learn more about you. To Apply Please submit your resume along with a brief cover letter explaining why this position fits your personality, work style, and career goals. Legacy Counsel PLC Saint Joseph, Michigan Benefits 401(k) 401(k) matching Paid time off

Work Location:

In person

Pay:

$22.00 - $26.00 per hour

Benefits:

401(k) 401(k) matching Paid time off

Work Location:

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