Sales Representative

Job Overview

JOB DETAILS

REQUIREMENTS

• 2+ years of experience in sales, client intake, or customer service (professional services or legal experience preferred).
• Strong phone presence and comfort with outbound/inbound calls.
• Excellent verbal and written communication skills; ability to explain complex concepts in a clear, approachable manner.
• Proven ability to build rapport and guide prospects toward decisions with professionalism and empathy.
• Tech-savvy, with proficiency in:
• Google Suite (Gmail, Drive, Docs, Sheets)
• CRM systems (Keap preferred)
• VOIP platforms (RingCentral preferred)
• Detail-oriented with strong organizational and follow-up skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable handling confidential information with discretion and integrity.

RESPONSIBILITIES

• Conduct outbound and inbound VOIP calls with potential clients scheduled on your calendar.
• Qualify prospects by confirming their legal needs align with our practice area, answering initial questions, and building rapport.
• Guide prospects through the scheduling process for a paid consultation with a Bold consulting attorney.
• Secure payment information or provide booking links via email/text.
• Perform timely follow-up with prospects who have not scheduled or completed next steps, using phone, text, and email outreach.
• After consultations, follow up with prospects to review engagement letters (Client Service Agreements), explain terms, and assist with electronic signature.
• Accurately document all interactions and maintain updated records in our CRM system.
• Collaborate with attorneys and staff to ensure smooth client onboarding and a high-quality client experience.
• Contribute to continuous improvement of client intake processes, identifying opportunities to enhance efficiency and client satisfaction.

Are you interested in this position?

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

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