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Job Description:

At Job Duck, we are looking for a bilingual Intake Specialist with a strong consultative sales approach to join a growing and fast-paced immigration-focused practice. In this role, you will serve as the first point of contact for prospective clients, guiding them through initial consultations and helping them confidently understand their next steps. Your day-to-day work will directly impact client experience, conversion outcomes, and overall firm growth by ensuring every interaction is handled with clarity, empathy, and professionalism. You will thrive in this role if you are naturally attentive, emotionally steady, and motivated by achieving measurable results while maintaining a high standard of client care. This opportunity is ideal for someone who enjoys meaningful conversations, takes ownership of outcomes, and is committed to long-term professional growth in a performance-driven environment.

• Compensation Range: 1142 USD to 1220 USD

Responsibilities include, but are not limited to:

Track individual performance metrics and continuously refine communication and sales skills

Conduct client care follow-ups to ensure satisfaction and address additional needs

Facilitate smooth handoffs to the legal team when clients are ready to proceed

Follow up consistently with prospective clients who have not yet retained services

Maintain accurate and detailed records in CRM systems

Take ownership of moving each consultation toward a defined outcome, including engagement, follow-up, or disqualification

Respond to inbound leads and conduct consultations by phone and video

Guide prospective clients through next steps while ensuring clarity and confidence without providing legal advice

Conduct post-intake sales calls and document client needs and expectations

Requirements:

• Availability to work full-time, Monday through Friday from 08:30 a.m. to 05:30 p.m. PST
• Fluent Spanish and English communication skills (written and spoken) required
• Previous experience in consultative sales or client-facing roles strongly preferred
• Experience in legal, financial, or real estate environments is a plus
• Comfortable handling multiple client interactions and maintaining detailed documentation
• Ability to work with performance metrics and continuously improve results

Required Tools and Technology:
◦ CRM systems such as Docket Wise and HubSpot
◦ VOIP systems including Grasshopper and Zoom Phone
◦ Microsoft Office Suite
◦ Communication platforms such as Microsoft Teams and Zoom
◦ Security tools such as SentinelOne

Work Shift:

8:30 AM - 5:30 PM [PST][PDT] (United States of America)

Languages:

English, Spanish

Ready to dive in? Apply now and make sure to follow all the instructions!

Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.

Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

V104- Sales and Intake Representative

Job Duck

Job Description

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