V104
V104-IntakeSpecialist|IntakeandRetentionSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“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.
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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