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Consultation Specialist
Consultation SpecialistWizeHire, Inc • O Fallon, MO, US
Consultation Specialist

Consultation Specialist

WizeHire, Inc • O Fallon, MO, US
13 hours ago
Job type
  • Full-time
Job description

Responsibilities

Consultation Specialists play a key role in converting leads into clients by conducting in-depth discussions with the leads about their cases. This position serves as the next step after the initial intake, helping to gather case details and ensure leads understand our services. The Consultation Specialist provides leads with expertise on our law firm and shares successful outcomes we've achieved for other clients by following a "roadmap" that we provide.

The goal is to offer legal insight, explain the justice system, and emphasize the importance of having representation. This role ensures a smooth transition from lead to client, allowing attorneys to focus on case management. The Consultation Specialist must be empathetic, professional, and committed to giving each lead the information they need to make an informed decision about moving forward with the firm. This is the key sales position in the firm.

The responsibilities for this position include the following :

  • Conducting consultations with potential new clients via telephone and Zoom.
  • Managing and utilizing our intake software, which is Lead Docket. Familiarize yourself with the lead case details and criminal history.
  • Understanding pricing structures, including upcharges, payment plans, and bundled service options.
  • Processing payments and ensuring proper documentation of financial agreements.
  • Communicating with leads about case fundamentals, law enforcement involvement, consultations, and pricing.
  • Maintaining contact with pending leads.
  • Meeting daily lead consultation targets.
  • Revising and improving the intake process.
  • Working closely with the team of Intake Specialists, including meeting daily to review new policies, workflows, and priorities.

Qualifications

The ideal person to fill this role will be an organized, responsible, honest self-starter with a positive attitude who is eager to learn and motivated to obtain the best possible outcomes for clients. It is primarily a sales role, so you should be a "people person" who takes initiative and likes sales.

Other requirements include :

  • Excellent with computers and technology, including LeadDocket, Word, Excel, database software, and Outlook.
  • Outstanding on the telephone.
  • Strong knowledge of criminal law, courts, and law enforcement agencies.
  • Terrific data entry skills.
  • High attention to detail.
  • Professional demeanor and great people skills.
  • Good time management and problem-solving skills.
  • Strong organizational and follow-up skills.
  • Ability to work well independently, but more importantly, as part of a team.
  • Ability to exercise flexibility, initiative, good judgment, and discretion.
  • Familiarity with attorney training and ability to work closely with the Intake Director and Intake Specialists.
  • Must be able to meet daily lead consultation targets.
  • Compensation

    $26 - $30 hourly

    About Rose Legal Services, LLC

    Rose Legal Services is a thriving and rapidly expanding criminal defense and DWI law firm in Saint Louis, MO, that dedicates its practice exclusively to representing individuals who have been charged, arrested, or investigated for a crime. We currently have locations in Sunset Hills, O'Fallon, Missouri, and Belleville, Illinois, and we are opening an office in Saint Charles later this year. Our goal is to secure the best outcomes for clients while delivering an exceptional client experience. Above all, we believe in SECOND CHANCES . Our hiring decisions are based on our CORE VALUES :

  • Uncompromising Integrity : Integrity in every action, no Saul Goodman aspirations
  • Care : Deep concern for clients, their legal matters, our team, and office policies
  • Teamwork : Prioritizing client and firm interests over personal agendas
  • Growth Mindset : Continuous improvement, education, and new technology
  • Relentless Focus on the Client Experience
  • We want clients to have an outstanding experience working with us

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