What are the responsibilities and job description for the Client Intake Specialist (Legal Services | Sales-Focused) position at Saltaire Legacy Planning Law Firm?
Base Salary: $50,000 (based on experience)
Performance Bonus: $5,000 – $12,000 annually based on:
About the Role
Saltaire Legacy Planning is hiring a Client Intake Specialist to serve as the first point of contact for prospective clients and play a key role in converting inbound inquiries into scheduled consultations.This is a client-facing, sales-oriented role—ideal for someone who is confident on the phone, highly organized, and motivated by helping people take the next step in planning for their families.You will guide prospective clients through their initial interaction with the firm, ensuring they feel supported, informed, and confident in moving forward.
About Us
Saltaire Legacy Planning is a modern estate planning and probate law firm serving North Carolina, built on the belief that legal services should be personal, strategic, and easy to navigate.Founded by Attorney Meghan Smith, the firm evolved from a well-established Connecticut-based practice (Smith Law Group) known for its responsive, relationship-driven approach. As we expand in North Carolina, we are building a team that is committed to delivering a high-touch client experience and helping families plan for the future with clarity and confidence.
What You’ll Do
Client Intake & Lead Conversion
- Respond to inbound inquiries (phone, email, web forms) quickly and professionally
- Build rapport with prospective clients and guide them through the intake process
- Qualify leads by understanding their needs (estate planning, probate, elder law)
- Clearly communicate the firm’s services and value to help clients take the next step
- Convert qualified leads into scheduled consultations with attorneys
- Consistently meet or exceed lead conversion and scheduling targets
Scheduling & Coordination
- Schedule consultations and manage attorney calendars efficiently
- Confirm appointments and provide pre-consultation guidance
- Ensure all required client information is collected prior to meetings
CRM & Administrative Support
- Maintain accurate and up-to-date records in CRM (e.g., Lawmatics, HubSpot)
- Track lead activity, follow-ups, and outcomes
- Support the client services team with administrative and intake-related tasks
Client Experience
- Deliver a warm, professional, and high-touch experience that reflects the firm’s values
- Help clients feel comfortable navigating sensitive and important life decisions
Compensation & Benefits
Base Salary: $45,000 – $50,000 (based on experience)
Performance Bonus: $5,000 – $12,000 annually based on:
- Consultations scheduled
- Lead conversion rate
- Appointment show rate
Paid time off
Opportunities for growth as the firm expands
Training provided on legal services and intake systems
Schedule & Work Environment
- Full-time (40 hours/week)
- Monday – Friday, 9:00 AM – 5:30 PM
- Hybrid role (combination of in-office and remote work after training)
- Hampstead/Wilmington, NC area
Why Join Saltaire Legacy Planning?
- Make an impact – Help families plan for the future and navigate important life decisionsBe part of a growing firm – Join a team expanding into a new market with strong momentum
- Client-first culture – We prioritize relationships, communication, and trust
- High-visibility role – Your work directly impacts firm growth and client experience
- Growth opportunity – Potential to advance into senior intake or client services roles
Success in This Role Looks Like
- High conversion of inbound leads to scheduled consultations
- Strong organization and follow-through with every prospective client
- Positive client feedback on professionalism and communication
- Consistent achievement of intake and scheduling KPIs
Apply If You…
- Enjoy talking to people and building relationships
- Are confident guiding conversations and asking the right questions
- Thrive in a structured, goal-oriented environment
- Want a role where your work directly contributes to growth and impact
Pay: From $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Paid time off
- Work from home
Work Location: Hybrid remote in Wilmington, NC 28405
Salary : $5,000 - $12,000