Sales Intake Specialist

JOB DUCK IS HIRING A SALES INTAKE SPECIALIST

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification for 4 years!

The Client Engagement Specialist serves as the welcoming first point of contact for prospective clients seeking guidance from Job Duck and the Estate Planning and Probate Law practice they support. In this role, you will manage inbound inquiries, guide individuals through qualification steps, and ensure they feel supported and informed throughout their experience. Your work will directly influence the firm’s growth by helping potential clients move confidently toward scheduling consultations and completing onboarding.

Candidates who excel here are polished communicators who remain organized, steady under pressure, and naturally driven by measurable results. This opportunity is ideal for someone who enjoys meaningful client interaction, thrives in a structured workflow, and takes pride in consistent high performance.

Monday to Friday from 9:00 AM to 6:00 PM EST (USA)

• Maintaining and updating client data in the CRM for seamless tracking
• Scheduling consultations and processing fees with accuracy and professionalism
• Tracking conversion performance and meeting weekly and monthly KPI expectations
• Ensuring every caller receives a professional and consistent client experience
• Collaborating with team members to drive firm growth
• Managing communication timelines to avoid delays in the intake funnel
• Organizing and updating client intake records with precision
• Supporting continuous improvement of intake strategies and workflows
• Driving lead conversion by engaging prospects and guiding them toward consultations
• Answering inbound calls with confidence and persuasive communication
• Qualifying leads to identifying high-value opportunities and assessing client needs
• Following up relentlessly to move prospects through the pipeline until engagement

• At least one to two years of experience in sales or client‑facing roles
• Experience maintaining CRM hygiene and pipelines
• Familiarity with estate planning or legal services is a plus
• Previous sales experience with proven ability to overcome objections
• Excellent verbal communication and persuasive techniques
• Sales‑driven mindset with proven ability to convert leads
• Reliability, trustworthiness, and detail‑oriented work style
• Comfortable working toward measurable KPI goals such as conversion rates
• Strong follow up and time management skills
• Ability to manage multiple priorities while meeting targets
• Empathetic communication style that builds trust while closing deals
• Goal‑focused, proactive, and resilient under pressure
• Professional and neutral communication
• Reliable computer setup (laptop/PC, headset, stable internet min. 10 Mbps download / 5 Mbps upload)
• Quiet, distraction-free remote work environment

• Monthly compensation starting from 1150 USD to 1220 USD
• Paid time off
  .
• Referral and annual bonuses.
• Parental leave.
• Opportunities for professional development and training
• Dedicated support from our team.
• A chance to work with clients who share our values.

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

DISCLAIMER:
Every candidate must pass each step in our application process to become part of our team. Ensure you have all the required documentation ready to streamline your application process.