Lisinski Law Firm is a humanitarian immigration practice dedicated to supporting individuals and families seeking safety and stability. The Intake Specialist role involves conducting consultations with prospective clients, assessing their needs, and guiding them through the legal process with empathy and professionalism.

Responsibilities

• Conduct one-on-one consultations — in person or over phone/video — with prospective clients, assess their immigration situation, match them to the right case type based on attorney-approved guidelines, and close the engagement with confidence and empathy
• Meet or exceed individual KPI targets, including lead-to-client conversion rate, down payment collected, case value, and speed-to-sign
• Navigate pricing concerns, hesitation, and resistance with confidence and empathy using the firm's selling framework. Involve a manager for approved exceptions only
• Learn, memorize, and stay current on all case types offered by the firm based on attorney guidelines and training
• Follow up relentlessly. Maintain consistent, structured follow-up with all open leads — by phone, text, or email — to answer questions, address concerns, and move prospects toward a decision
• Walk clients through case pricing and available payment options with transparency and confidence. Obtain appropriate approval for manager specials or non-standard payment plans
• Manage the full consultation-to-conversion workflow: conduct the consultation, confirm eligibility, review pricing, collect an initial down payment (when applicable), schedule the sign-up appointment, and send the client contract
• Maintain accurate and timely records of all consultations, dispositions, and follow-up activities in the firm's CRM (Litify/Salesforce) and telephony platform (Amazon Connect)
• Participate in weekly legal training with firm attorneys and all sales training and development programs. Continuously build knowledge of immigration case types, the sales framework, and consultative selling skills
• In every interaction, embody the firm's commitment to dignity, access, and empowerment

Skills

• High School diploma or equivalent experience
• 1-3 years of demonstrated, quota-carrying consultative sales experience—in person, over the phone, or both
• Bilingual (Spanish English) B2-C1 Required
• Proficient with Microsoft Office Suite or related software
• Prior experience in legal intake, immigration services, financial services, insurance, or other consultative professional service sales strongly preferred
• Bilingual Mastery: You possess exceptional verbal and written communication in both English and Spanish (B2-C1). You can pivot between languages with professional ease
• The 'Closer' DNA: You have a proven track record in quota-carrying or metrics-based environments. You don't just 'inform' prospects; you guide them to a firm decision and enjoy the thrill of the close
• High-Caliber Consultant: You blend deep empathy with the confidence to handle pricing objections and resistance. You know how to build trust quickly while keeping the conversion goal in sight
• Action Oriented: You are a self-starter who thrives on urgency. You take full ownership of your pipeline, follow up relentlessly, and manage your time to maximize every consultation
• Tech Proficiency: You are comfortable navigating CRM platforms (Salesforce/Litify) and telephony systems (Amazon Connect) to keep your lead data impeccable

Benefits

• 401k Match
• Medical, Dental, & Vision Insurance
• Options for Health Savings Account or Flexible Spending Account
• Dependent Care FSA
• Basic Life Insurance
• Voluntary Life & AD&D
• Disability Insurance
• Voluntary Accident Insurance
• Voluntary Hospital Indemnity Insurance
• Employee Assistance Program
• Calm App Subscription

Company Overview