Sales Representative - Client Engagement Specialist

Sales Representative•Client Engagement Specialist Gardner & Mendoza Immigration Law Virginia Beach, VA Job Details Full-time $15•$17 an hour 6 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance Retirement plan Qualifications Spanish Immigration law Sales reporting Client onboarding Writing skills English Databases Data management Sales pipeline management Legal client interviewing Grammar Experience 2 years monday.com Communication skills Marketing Entry level Client interaction via phone calls Full Job Description This is a full-time, in-office position where you will be a critical member of our intake team. The ideal candidate believes that sales is not something you do to someone, but for someone, has sales experience, understands complex immigration processes, and is driven to retain new clients. We want a team player who is caring, dependable, and a good listener, but who also aims to ease the concerns of callers. This position is not a typical sales position. You'll manage multiple demands at once, so knowing what matters most•and acting on it•is essential.

About the role:

The Client Engagement Specialist is responsible for accurately qualifying callers to determine if assistance can be provided by the firm's legal team. The position requires conducting intake of prospective new clients ("PNC"), collecting relevant information, and ensuring a smooth transition to the legal team. Additionally, Client Engagement Specialists monitor and report intake data, lead quality, and meet targets for legal consultations with firm attorneys. While the Client Engagement Specialist does not provide legal advice, the goal of the position is to analyze the caller's personal immigration situation and determine if they are a good fit for our team's legal services by offering a one-on-one consultation with an attorney.

Benefits:

Generous vacation and sick time Health and dental insurance with company contribution Retirement plan with company match Short-term disability 11 federal holidays paid during office closures 1 week office closure during December/January holidays Compensation•$15•$17 hourly based on legal sales experience

Compensation:

$15•$17 hourly

DOE Responsibilities:

General Tasks and Responsibilities:

Intake:

Conduct intake interviews with potential new clients to determine if their case qualifies for legal assistance Book paid legal consultations for eligible callers Maintain information in the client management database Perform follow-ups with qualified leads Assist with marketing and campaign adjustments to improve lead quality Respond to inquiries and provide additional resources and referrals Assist with the maintenance of intake scripts to collect needed information from callers, which is used to qualify their case Communicate internally with the intake team regarding voicemails, messages, and missed calls for follow-up Ensure a smooth transition from the new caller to the client during the handover process to the legal team

Reporting:

Update designated trackers to report on call volume, lead information, quality of leads, and retained client information to designated individuals Conduct system audits to ensure information is maintained with the most relevant status in the pipeline and field completion Assist other Client Engagement Specialists, Sales Manager, or other designated team members with tracking necessary data points

Qualifications:

Position Requirements:

Bilingual (Spanish/English) Minimum of 2 years of experience in immigration legal sales Strong organizational and technology skills with the ability to manage multiple databases Exceptional writing, grammar, and communication skills Strong attention to detail and care in handling confidential information Professional, client-focused, and compassionate attitude

Preferred Qualifications:

Previous experience with Monday.com and GoHighLevel databases About Company We are the premier immigration law firm in Hampton Roads and have been helping families and businesses for over 25 years. Gardner & Mendoza is more than a legal practice; it is an energizing catalyst for positive transformation in the realm of immigration law. Our entrepreneurial spirit and tight-knit team ethos drive our exemplary legal services, delivered with a personal touch. Our firm stands tall on a foundation of core values: Respect, Integrity, Authenticity, Compassion, Teamwork, Success, and Connection. At Gardner & Mendoza, you'll find warmth and openness in our workplace culture, promoting a harmonious and effective environment that translates to success for clients—and for our team as a whole. At Gardner & Mendoza, your work is more than a job—it's a calling that resonates deeply, where every achievement contributes to a larger story of community and possibility.