The Role
Serve as an initial client contact to evaluate and qualify leads, conduct intake consultations, schedule attorney appointments, maintain high customer service, meet sales goals, manage CRM data entry and reporting, and coordinate with internal teams. Handle phone, email, and online communications while performing administrative tasks accurately.
Summary Generated by Built In
The Law Office of Bryan Fagan is growing and we are seeking an experienced and motivated Sales Representative/Ambassador to join our dynamic Intake team. The ideal candidate will be one of the first points of contact for prospective clients, responsible for evaluating and qualifying leads, and guiding them through the initial, legal intake process. We welcome your excellent customer service skills, solid sales acumen, and your ability to effectively communicate the value of our legal services.
Our Outstanding Company Culture:
- Earn more with competitive pay AND sales-based bonuses!
- We provide ongoing training to support growth and development.
- We work smart & and play hard! We LOVE to celebrate and have fun!
- Enjoy a business casual dress code.
The Law Office of Bryan Fagan is a firm that excels in family, estate planning & probate, and criminal law matters. We have (11) offices in Texas: (2) offices in Houston (Corporate and River Oaks), and (1) office in Atascocita, Humble, Kingwood, The Woodlands, Austin, Dallas, San Antonio, Fort Worth, and Humble.
Key Responsibilities
- Complete high volume and prompt client communication via phone, email, and online channels, in efforts to explain our valuable legal services.
- Maintain a high level of customer service and professionalism in all interactions.
- Conduct initial consultations to gather information and determine potential clients' legal needs.
- Schedule appointments with attorneys for qualified leads.
- Meet and or exceed sales goals.
- Computer proficiency with MS Office or Google Suite, and experience with CRM software, preferably HubSpot.
- Handle all administrative task timely and accurately: data entry, prepare and send documents, reporting on lead conversion, etc.
- Maintain strong and concise communication with internal teams regarding leads.
Skills, Knowledge and Expertise
- HS School diploma or equivalent required; associate or bachelor's degree preferred.
- 2+ years of sales experience in a legal intake specialist role or similar business to customer sales role that is highly customer service focused.
Benefits
We offer affordable benefits: medical, dental, vision, 401K (with a 5% company match), and life insurance!
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
Equal Opportunity Statement:
We recognize that diverse experiences, perspectives and backgrounds enable us to be an even stronger company and workplace. Not only will you be welcome here, your unique thoughts and opinions will be encouraged, celebrated and deeply valued.
About
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
Skills Required
- High school diploma or equivalent
- 2+ years of sales experience in legal intake or similar B2C/customer-focused sales
- Strong customer service and communication skills
- Proficiency with MS Office or Google Suite
- Experience with CRM software (data entry, lead tracking, reporting)
- Experience with HubSpot CRM
- Ability to meet or exceed sales goals and handle high-volume client outreach
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The Company
What We Do
The Law Office of Bryan Fagan, PLLC is a Texas-based law firm specializing in family law, divorce, child custody, estate planning, probate, and criminal law. With multiple offices across the state, the firm provides compassionate, results-driven legal representation. Their team is dedicated to guiding clients through complex legal matters with personalized attention, ensuring their rights are protected and they receive clear, effective advocacy during challenging life transitions.
