Fully Remote | Monday–Friday, 9:00 AM–5:00 PM PST

Make a Difference Through Meaningful Client Conversations

A growing California-based estate planning and special needs law practice is hiring a Sales & Intake Specialist to join its fully remote team. The firm helps families plan for the future, particularly those caring for loved ones with disabilities or mental health challenges. This role offers an opportunity to combine relationship-building, client service, and sales skills to make a meaningful difference in people's lives.

About you

As a Sales and Client Intake Specialist, you’re motivated by helping families find the right solutions for their needs, not by using high-pressure sales tactics. You balance ambition, initiative, and a strong drive to meet sales goals with genuine care for the people you serve. You understand that building trust, listening actively, and guiding families with compassion are key to creating a positive client experience and achieving long-term success.

You'll guide prospective clients through the intake process, help existing clients enroll in the firm's Trust Maintenance Program (TMP), and collaborate with teammates to achieve shared goals.

What You'll Do

Sales & Client Intake

• Follow up with qualified prospective clients and understand their needs and concerns.
• Explain the firm's services and guide prospects through their decision-making process.
• Address questions and objections with empathy and confidence.
• Help qualified prospects move forward with the appropriate legal services.

Trust Maintenance Program

• Explain the benefits of ongoing estate plan maintenance to existing clients.
• Answer questions and help clients navigate enrollment.
• Build lasting relationships through thoughtful, consistent communication.

Pipeline & CRM Management

• Manage follow-ups through phone, email, and text.
• Schedule attorney consultations and coordinate calendars.
• Maintain accurate client records and document conversations in Lawmatics.
• Track intake activity, report results, and identify opportunities to improve the client experience.

Team Collaboration & Performance

• Work collaboratively with teammates to achieve shared sales and intake goals.
• Monitor team KPIs and contribute to continuous improvement.
• Share insights, support colleagues, and help maintain an organized, responsive intake process.

What We're Looking For

• Experience in empathy-based sales, client intake, customer service, customer success, or client relationship roles
• Strong communication skills and a warm, professional phone presence.
• Confidence guiding client conversations and addressing objections without high-pressure tactics.
• Excellent follow-up, organizational, and time-management skills.
• Comfort working toward shared goals and collaborating with a remote team.
• Experience with CRM systems; Lawmatics is a plus.
• Proficiency with Microsoft Office Suite.
• Accountability, empathy, and a willingness to learn.

Nice to Have: Law firm or professional services experience, familiarity with estate planning or special needs planning, or experience supporting individuals and families with special needs.

Legal experience is not required.

Our Core Values

• Integrity: Acting honestly and responsibly.
• Teamwork: Supporting one another and achieving goals together.
• Compassion: Treating every client with empathy and understanding.
• Diversity & Inclusion: Respecting different backgrounds and perspectives.
• Dedication to Clients: Delivering thoughtful, client-centered service.

Why Join the Team?

• Meaningful work that helps families plan for the future.
• A collaborative culture focused on shared success.
• Professional coaching and monthly training.
• A fully remote work environment.
• Opportunities for professional development and career growth.
• A team that values relationships, accountability, and client care.

Compensation & Benefits

• Starting base salary: $60,000 annually, commensurate with experience.
• Quarterly profit-sharing bonus that recognizes the firm's collective success.
• Medical, dental, and vision insurance.
• Long-term disability insurance.
• 401(k).
• 13 paid holidays.
• 10 days of paid vacation.
• 5 days of paid sick leave.
• Half-day voting leave.
• All legally required leave.
• Professional coaching and monthly development classes.

The compensation structure emphasizes team-based performance and quarterly profit-sharing, rather than individual sales commissions or sales-based bonuses.

What Success Looks Like

Success means building trust with clients, maintaining consistent follow-up, contributing to new client conversions and TMP enrollments, keeping records accurate, and working with teammates to achieve shared goals—all while delivering an experience grounded in compassion, professionalism, and integrity.

Job Type: Full-time

Location: Fully Remote — Open to Candidates Anywhere in the United States

Schedule: Monday–Friday, 9:00 AM–5:00 PM PST