Legal Intake Sales Specialist (Remote)

📋 Description

• • As a Legal Intake and Sales Specialist at Veta Virtual Inc., you will be the crucial first point of contact for individuals navigating the often overwhelming and urgent process of seeking bankruptcy protection and financial relief. This remote, worldwide position is designed for a confident communicator who excels at building rapport, understanding complex financial situations, and guiding motivated prospects towards retaining a U.S.-based law firm specializing in consumer bankruptcy and debt relief solutions.
• • Your primary responsibility will be to handle a high volume of inbound calls from individuals facing significant financial distress. These callers may be experiencing immediate crises such as lawsuits, wage garnishments, or vehicle repossessions, making your ability to establish trust, convey empathy, and act with urgency paramount. You are not merely scheduling appointments; you are a conversion-focused specialist whose effectiveness directly contributes to client acquisition and the firm's success.
• • You will conduct structured intake conversations, meticulously assessing each potential client's financial circumstances and determining their eligibility for bankruptcy. This involves clearly and reassuringly explaining the different bankruptcy options available, such as Chapter 7 and Chapter 13, in a way that is easily understood by individuals who may be unfamiliar with legal jargon.
• • A key aspect of this role is your ability to confidently guide qualified prospects toward signing with the firm during the initial call. This requires a blend of sales acumen, clear communication, and a deep understanding of the client's needs and the solutions the firm provides. When immediate conversion isn't possible, you will expertly schedule consultations with attorneys, ensuring a seamless handover and a positive client experience.
• • Beyond initial contact, your role extends to proactive lead management. You will be responsible for conducting consistent follow-up calls with warm leads who may need more time or information to make a decision. Additionally, you will re-engage with individuals who missed scheduled appointments, ensuring that no motivated prospect falls through the cracks due to delays or lack of follow-up.
• • This is a phone-intensive, performance-driven position that demands a high degree of emotional intelligence, a sense of urgency, and the capacity to translate complex legal concepts into simple, reassuring language. Your success will be measured by your ability to convert prospects into retained clients while maintaining professionalism and compassion.
• • Your day-to-day responsibilities will encompass answering all new client inbound calls during designated business hours, serving as the firm's primary intake contact, and conducting thorough intake conversations. You will explain bankruptcy options at a high level, convert qualified prospects into signed clients when appropriate, and schedule consultations. You will also perform consistent follow-up with warm leads and no-shows, meticulously document all interactions in the firm's systems, and maintain a sense of urgency to minimize intake delays and prevent lead loss. Collaboration with the internal team to refine intake processes and enhance conversion performance will also be a vital part of your contribution.
• • This role offers a unique opportunity to make a tangible difference in the lives of individuals seeking a fresh financial start, while also developing your skills in a specialized and in-demand legal sales field. You will be an integral part of a supportive, transparent, and structured work environment, contributing to the growth and success of both Veta Virtual and its client law firm.