V104

V104-IntakeSpecialist|IntakeandRetentionSpecialist

$1–1k Newport, Rhode Island, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“V104 - Intake Specialist | Intake and Retention Specialist at V104. Skills: Intake, Retention, Sales, Client conversion. Serve as the first point of contact. Gather essential information”

What You'll Achieve.

Convert prospective leads into retained clients; Meet established call and conversion goals

Industry & Context.

Eligibility Requirements

Time Zone: CST, Schedule: Monday to Friday, 11:00 AM to 7:00 PM

What They're Looking For.

Must Have

CRM proficiency required, Experience with VoIP systems required, Reliable internet connection and suitable home office setup required

Nice to Have

Prior intake, customer service, call center, or sales experience preferred

What You'll Do.

Serve as the first point of contact

Gather essential information

Guide qualified prospects through the representation process

Manage a high volume of calls

Apply consultative sales techniques to close and secure representation agreements

Clearly explain services and representation options to qualified leads

Convert inbound and outbound leads into retained clients

Conduct follow-ups to increase conversion rates

Maintain professionalism and empathy in high-volume interactions

Evaluate eligibility based on established criteria

Gather and document detailed client information accurately in the CRM

Track performance metrics and meet established call and conversion goals

Collaborate with the legal team to ensure smooth case handoff

Manage approximately 200 calls per week

with a high percentage of outbound calls

How You'll Work.

Team & Collaboration

Collaborate with the legal team to ensure smooth case handoff

Communication Scope

Professional email communication skills; Verbal and written communication skills

Process & Methodology

Time management and organizational skills

Full Job Description

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! **Job Description:** We are seeking a driven and client-focused Intake Specialist to join, and play a vital role in converting prospective leads into retained clients. In this position, you will serve as the first point of contact, gathering essential information, evaluating eligibility, and confidently guiding qualified prospects through the representation process. This role blends investigative intake work with consultative sales, requiring someone who can build trust quickly, overcome objections, and effectively convert opportunities into signed clients. You will manage a high volume of calls in a fast-paced environment while maintaining accuracy, empathy, and strong closing skills. The ideal candidate thrives in a goal-oriented setting, enjoys performance metrics, and is motivated by turning conversations into results. ## **• Monthly Compensation: 1,150 to 1,220 USD per month** **Responsibilities include, but are not limited to:** • Apply consultative sales techniques to close and secure representation agreements • Clearly explain services and representation options to qualified leads • Convert inbound and outbound leads into retained clients • Conduct follow-ups to increase conversion rates • Maintain professionalism and empathy in high-volume interactions • Evaluate eligibility based on established criteria • Gather and document detailed client information accurately in the CRM • Track performance metrics and meet established call and conversion goals • Collaborate with the legal team to ensure smooth case hand

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