Intake Specialist

hace 3 semanas


Hermosillo, México Intugo A tiempo completo

The primary goal of the Intake Specialist is to qualify requests for assistance and move those qualified prospects along the sales process to the Sales Specialist.Tipo de puesto: Tiempo completoSalario: $19,****** - $22,****** al mesPrestaciones:- Vales de despensaExperiência:- Apoyo en ventas: 1 año (Deseable)Idioma:- Ingles (Obligatorio)


  • Intake Specialist

    hace 4 semanas


    Hermosillo, México Intugo - The Results Company A tiempo completo

    CALL CLIENTS TO COMPLETE THEIR INITIAL CLIENT INTAKE QUESTIONNAIREINPUT AND MAINTAIN CLIENT INFORMATION IN CMS- COLLABORATE WITH TEAM MEMBERS ON MISSING INTAKE DATA AND FOLLOW - UP WITH CLIENTS TO GATHER INFO- MAINTAIN CLIENT RECORDS IN FIRM CRM- REVIEW AND VALIDATE FORM INFORMATION WITH CLIENTSAND VARIOUS OTHER PRODUCTION/ ADMINISTRATIVESalario: $17,800.00...

  • Intake Specialist

    hace 3 semanas


    Hermosillo, México Intugo - The Results Company A tiempo completo

    CALL CLIENTS TO COMPLETE THEIR INITIAL CLIENT INTAKE QUESTIONNAIREINPUT AND MAINTAIN CLIENT INFORMATION IN CMS- COLLABORATE WITH TEAM MEMBERS ON MISSING INTAKE DATA AND FOLLOW - UP WITH CLIENTS TO GATHER INFO- MAINTAIN CLIENT RECORDS IN FIRM CRM- REVIEW AND VALIDATE FORM INFORMATION WITH CLIENTSAND VARIOUS OTHER PRODUCTION/ ADMINISTRATIVESalario: $17,******...


  • Hermosillo, México Intugo A tiempo completo

    The Intake Specialist performstheir work under the direction of the Sales Team Lead.EDUCATION & EXPERIENCEAt least a bachelor's degree; may be substituted by a proven prior customer service role.RESPONSIBILITIES1. Convert lead into a prospect by qualifying them and converting a prospect into a paid consult with the attorney or sales by using the scripts,...

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