Legal Intake Specialist (Sales)

Who We’re Looking For

If you’re a natural closer who can also lead with compassion, keep reading. If not, move along. Viles & Beckman is not for everyone. We’re looking for someone who thrives in the gray, adapts on the fly, and has both the instinct and the discipline to convert first conversations into lasting relationships.

We serve people at one of the most vulnerable moments of their lives. That means our intake team doesn’t just sell. They listen deeply, act decisively, and own the moment. If you can do that, and you’re energized by goals, connection, and community impact, you’ll fit right in.

What You’ll Do

• First point of contact: Answer calls, respond to online inquiries, and welcome walk-ins with professionalism and empathy.
• Qualify & close: Actively listen, determine if potential clients meet criteria, and walk them through the sign-up process (DocuSign or in-person).
• Lead follow-up: Drive a chase cycle with potential clients until connection is made—follow up consistently until they’ve signed.
• CRM data entry: Accurately document every detail in our CRM for a seamless handoff to the legal team.
• Referral coordination: Provide warm handoffs to referral partners when appropriate, protecting relationships and client trust.
• Adapt and decide: Follow our proven sales playbook while using intuition to adjust communication to each client’s needs.
• Represent our values: Own it do it, exceptional service, stronger together better every day, family focused, and commitment 2 community.

What You Bring

• Sales experience is non-negotiable. You must know how to close and have proof you’ve done it before.
• Empathy active listening—you’ll be guiding people who are scared, hurt, or uncertain.
• Strong technology skills (CRM, DocuSign, Microsoft Office/Google Suite).
• Persistence and resilience. You can chase leads through follow-up cycles without losing steam.
• Bilingual in Spanish strongly preferred. A significant portion of our community needs to be heard in their own language.
• Flexibility to work rotating shifts.
• Legal/personal injury background a plus, but not required. Sales instincts matter more.

Why Join Us

At Viles & Beckman, you’ll be more than an intake specialist. You’ll be a trusted voice, a closer, and a representative of our mission to serve and strengthen Southwest Florida. You’ll find:

• A family-focused culture that values balance and people.
• Community impact opportunities—we exist to serve beyond the courtroom.
• Room to grow in a team that is never satisfied with “good enough.”
• Competitive pay ($23–$27/hr plus incentives) with upside for those who hit KPIs.

Who Should Not Apply

• If you freeze without a script.
• If you avoid closing conversations.
• If you get bogged down in details instead of moving forward.
• If “good enough” is your standard.

To Apply: Submit your resume and a cover letter explaining why you’re the rare mix of empathy, persistence, and salesmanship this role requires.