Intake Specialist

Job Description

Job Description

Sechler Law Firm is searching for an energetic inside sales representative to join our team and support business growth. In this role, you will be responsible for engaging, equipping, and educating potential clients on the value of estate planning. Our ideal candidate balances compassion and enthusiasm, displays excellent presentation skills and adapts quickly. If you’re looking for an exciting, growth-oriented career in sales, please apply today!

Responsibilities :

• Keep the customer database updated to ensure information on prospective and past clients is current
• Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication
• Expand the clientele by finding new business opportunities within specific geographies
• Ensure customer satisfaction by providing quality customer service, facilitating and promoting thoughtful dialog for participants in seminars to promote active learning and eventual engagement with Sechler Law Firm
• Demonstrate the ability to facilitate discussions and field questions within the scope of the presentation
• Lead one-to-many sales workshops for potential clients

Qualifications :

About Company

At Sechler Law Firm, LLC, we believe clients work hard for their nest egg, and they should get to keep it. Our mission is to help great families make great plans. Our process first provides clients with the education necessary to make informed decisions with regard to their planning. Then we put the proper documents and legal framework in place to respond to life’s unfortunate changes.

Our Estate Planning law office is headquartered in Warrendale, PA. From this office, we happily serve the residents of Cranberry, Mars, Wexford, Pittsburgh, Butler, and the surrounding communities. As one of the region’s only Certified Elder Law Attorneys, Tim Sechler and his team often assist families from across Western Pennsylvania.