What are the responsibilities and job description for the Intake Specialist - Charlotte position at Lisinski Law Firm?
About The Lisinski Law Firm
Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”
About The Role
Ready to be a frontline revenue driver?
At Lisinski Law Firm, the Intake Specialist is far more than a salesperson—you are the bridge serving role where empathy meets accountability. We aren't looking for "order takers"; we are looking for closers who understand that every signed contract represents a life changed.
In this on-site role in Charlotte, you will own the client journey from the first "hello" to the down payment. You’ll be expected to navigate complex emotions with professionalism, overcome pricing resistance with confidence, and maintain a "relentless follow-up" mindset. If you are a high-performer who thrives in a results-driven environment and wants your work to have a profound social impact, this is your next level.
Your Key Contributions Essential Job Functions & Responsibilities
Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best.
At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.
Our Values
At Lisinski Law Firm, we are driven by a client-obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.
Ready to take the next step in your career at the Firm? Apply today!
Since 2020, Lisinski Law Firm has served as a dedicated humanitarian immigration practice committed to providing meaningful support to individuals and families seeking safety, stability, and a path forward. We frequently stand with clients who have been turned away elsewhere, offering both advocacy and care. Joining our Firm means becoming part of a team devoted to keeping families together and “Changing as Many Lives as Possible.”
About The Role
Ready to be a frontline revenue driver?
At Lisinski Law Firm, the Intake Specialist is far more than a salesperson—you are the bridge serving role where empathy meets accountability. We aren't looking for "order takers"; we are looking for closers who understand that every signed contract represents a life changed.
In this on-site role in Charlotte, you will own the client journey from the first "hello" to the down payment. You’ll be expected to navigate complex emotions with professionalism, overcome pricing resistance with confidence, and maintain a "relentless follow-up" mindset. If you are a high-performer who thrives in a results-driven environment and wants your work to have a profound social impact, this is your next level.
Your Key Contributions Essential Job Functions & 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.
- Action Oriented – Proactively drives each consultation toward a clear outcome by maintaining urgency, following up consistently, and taking ownership of moving qualified prospects to a decision.
- Collaborates – Partners appropriately with managers and teammates for approved exceptions, training, and alignment without over-reliance on escalation.
- Resourcefulness – Effectively uses available tools, training, guidelines, and follow-up channels to overcome client hesitation, resolve routine obstacles, and move qualified prospects toward a decision without unnecessary escalation.
- Instills Trust – Builds credibility and rapport quickly by demonstrating empathy, transparency, and consistency in representing the Firm’s mission and services.
- Proficient with Microsoft Office Suite or related software
- The "Shark" with a Heart: You possess a rare blend of deep empathy for the immigrant community and a fierce competitive drive to hit your quotas.
- Bilingual Mastery: You are fully fluent in Spanish and English (B2-C1). You can lead a complex, technical legal conversation in both languages with authority.
- Proven Closer: You have 1–3 years of quota-carrying sales experience. You are comfortable asking for money because you believe in the value you provide.
- Action-Oriented & Nimble: You don’t wait for instructions; you see a lead and you move. You handle high-volume environments without losing your attention to detail.
- Trust Builder: You build rapport quickly. Clients feel safe with you, yet they respect your professional boundaries and guidance.
- Experience: Prior experience in legal intake, financial services, or insurance is a massive plus.
- Location: On-site (Charlotte, NC Office).
- Hours: Monday through Friday, standard office hours (Local Time).
Lisinski Law Firm provides a comprehensive benefits package that supports the diverse needs of our employees and their families. We recognize the importance of health and well-being and are committed to fostering an environment where every team member can feel and perform at their best.
- 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
At Lisinski Law Firm, the commitment we show to our clients is matched by how we support and invest in our people. LLF is a place where employees are encouraged by peers, heard by leadership, and strengthened by a genuinely collaborative team culture. Whether you join Marketing, IT, Accounting, Legal, or any other function, your work matters. Every role contributes to meaningful, lasting impact in the lives of those we serve.
Our Values
At Lisinski Law Firm, we are driven by a client-obsessed mindset and a commitment to learning, advocacy, efficiency, and nimbleness in everything we do. We work as true team players, delivering creative problem-solving and high-quality service to support families with excellence and care.
Ready to take the next step in your career at the Firm? Apply today!