Intake Development Associate

hace 4 días


Ciudad de México, Ciudad de México Vanderwall Immigration A tiempo completo
Job Description:
Intake Development Associate

The Intake Development Associate is a pivotal role within Vanderwall Immigration, serving as the first point of contact for potential new clients. This individual is responsible for converting leads into paid consultations, gathering detailed information from prospective clients, assessing their eligibility, and selling the consultation appointment.

In this position, you will also perform sales calls to solicit additional leads from current or former clients, vendors, or partners of Vanderwall Immigration. You must follow a sales script to explain the value of our offerings and handle common objections to close the sale.

A key aspect of this role is demonstrating professionalism while maintaining a friendly and charismatic demeanor with excellent customer service and communication skills. Additionally, you will be fully bilingual in English and Spanish, reporting directly to the Director of Intake and Consultations.

Key Responsibilities:

  • Answering all intake phone calls in a timely and professional manner
  • Responding to all sales voicemails within 24 hours through various means to ensure communication with prospective clients
  • Contacting all intake inquiries and rapidly responding to client inquiries from various lead sources
  • Hosting intake appointments with prospective clients and managing the intake appointment calendaring system
  • Qualifying leads and selling the consultation using the Firm's intake screening process
  • FOLLOWING THE FIRM'S SALES SCRIPT TO CLOSE SALES AND CONVERT LEADS INTO PAID CONSULTATIONS
  • Collecting payment and scheduling consultations with attorneys of Vanderwall Immigration
  • Preparing the consultation questionnaire and asking detailed questions to elicit necessary responses
  • Maintaining continuous contact with prospective clients through text, email, and phone calls to keep them informed and convert leads into paid consultations

Systems Management:

  • Keeping data in the CRM current and accurate at all times; moving leads through the pipeline as appropriate
  • Effectively and timely reporting KPIs and other campaign efforts to management
  • Demonstrating the qualities outlined in the Intake Specialist Scorecard
  • Meeting firm goals in Key Performance Indicators
  • Other duties as assigned by management

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