Client Intake Specialist

Job Description

REQUIREMENTS

• Strong communication and interpersonal skills
• Sales, appointment setting, customer service, or phone experience preferred
• Excellent active listening and problem-solving abilities
• Ability to think quickly and adapt conversations in real time
• Persuasive and confident communication style
• Self-motivated and goal-oriented mindset
• Comfortable handling high call volumes in a fast-paced remote environment
• Tech-savvy and comfortable using CRM systems, texting platforms, and social media messaging
• Ability to work independently from a home office environment

RESPONSIBILITIES

• Conduct inbound and outbound phone calls, text conversations, and online messaging with prospective veteran clients
• Work company-provided leads daily
• Build rapport quickly and professionally with veterans and their families
• Ask strategic questions and actively listen to determine client eligibility
• Confidently guide conversations and overcome objections naturally
• Schedule high-quality appointments for the sales team
• Accurately document client interactions in company systems
• Collaborate closely with Sales Advocates to improve appointment quality and conversion rates
• Consistently meet or exceed performance metrics and team goals

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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