.Job Description :We see the consultation process as a service we perform for our prospective new clients (PNC), not as something to be done to them for fee collection.Do you have the same mindset?When working for our law firm, in the intake department, you will drive our ability to help people with their immigration cases by using your knowledge of immigration (from past paralegal work) and empathy to perform intake and sign the PNC up for a consultation with one of our team members.The Experienced Intake person meets by telephone or video, with PNC's who are assigned to his or her calendar by their manager.You will help the PNC find clarity about their situation, educate them about their options and help them make the best decision for their future and for the firm to achieve its goals.Responsibilities :Ensure that the pre-conditioning packages and systems meant to help a prospective new client get prepared for their meeting are in fact received by the prospective new clients (PNC's) they are scheduled to meet with in the coming days and weeks.Follow up with PNC's who said no and with current clients to conduct quality control calls and interviews.Keep detailed notes in a central database documenting all contacts with the PNC both before, during and after the meeting including all follow-up attempts.Facilitate a professional introduction (hand off) to the legal team once an engagement is signed and then open the file.Manage the welcome process.Conduct quality control checks at predetermined milestones during the first 30 days and in some cases, during the pendency of the matter.Meet regularly with team members to discuss goals, initiatives, performance areas, etc.Develop and maintain records regarding billable hours spent on specific cases.Perform other related duties as assigned.Organize our case filing systems to ensure all documents are properly sorted and easy to locate, and perform other administrative duties as needed.Manage own schedule to balance availability for meeting with prospective new clients.Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your front lines experience.Qualifications :The successful candidate should have prior experience successfully converting clients to purchase high ticket tangible products and professional or financial services utilizing a consultative methodology.The successful candidate should have some real-life experience which they can use to empathize with PNC's who often come to our firm with challenging and sometimes deeply personal situations.The successful candidate embraces metrics, score keeping, transparency, and accountability.Excellent interpersonal and communication skills are an absolute must both in person, by phone, and via email. You should be a lifelong learner with a proven track record of self-improvement to keep your sales skills sharp