Legal Intake Specialist

This is an entry-level role ideal for anyone interested in client experience, communication, and growth into a sales or client-facing position.This is not a back-office admin role.You will be actively communicating with prospective clients, following up, and helping guide them to the next step.Your work will directly impact how many families we are able to help.In addition to hourly pay, this role includes performance-based bonuses tied to results.Please complete all application questions. Incomplete applications will not be considered.Responsibilities:Client Follow-Up (Primary Focus)Call, text, and email new leads quickly and consistentlyFollow up with prospective clients who have not yet scheduled or moved forwardRe-engage missed calls, no-shows, and inactive inquiriesTrack all communication in our CRMScheduling & Intake SupportSchedule calls and consultationsSend engagement agreements and payment linksEnsure client information is complete and accurateClient Experience• Serve as a warm, professional first point of contact• Help clients feel comfortable, informed, and confidentGrowth Opportunity• With training, assist with or lead initial consultation calls• Help guide prospective clients through the next stepsQualifications:What We're Looking ForStrong communication skills (especially on the phone)Comfortable with outbound calls and follow-upOrganized and detail-orientedFriendly, professional, and reliableCoachable and open to feedbackAble to manage multiple tasks in a fast-paced environmentPreferred (But Not Required)Experience in customer-facing roles (retail, hospitality, sales, etc.)Experience with CRM systems or scheduling toolsInterest in law or client servicesWhat Success Looks LikeLeads are contacted quickly and consistentlyMore consultations are scheduled and completedClients feel supported and taken care ofNo opportunities fall through the cracksWhy Join Our TeamOpportunity to learn and grow in a professional environmentClear systems and training to support your successMeaningful work helping families plan for the futureSupportive, team-oriented culturePlease submit your resume and complete all application questions. Incomplete applications will not be considered.About Company:At The Wagon Legacy, we help families protect their future and create peace of mind through thoughtful and well-crafted estate plans. Our work helps families avoid unnecessary conflict, preserve their legacy, and feel supported during important life moments.We are a growing firm that values long-term team members, personal growth, and doing meaningful work that truly helps people.Our Core Values:Attention to DetailHonestyCommunicationDoing What Is Best for the ClientLearn more about us:https://www.thewagonlegacy.com/https://www.instagram.com/thewagonlegacy/