Legal Intake Specialist

Estate Planning Legal Assistant/Paralegal - Intake Consultant

Real-life experience and a few “battle scars” providing empathy and understanding are assets. Experience overcoming a major obstacle and making important changes in your life, so you know at your core that others can do it too, is a plus. 

Our Client Solutions Specialist does NOT give legal advice, so legal experience is not required but having prior experience in estate planning is a plus. Prior sales and customer service experience is required because we can teach you our process for engagement and how our services help clients, but we can’t teach you how to take initiative, be empathetic, demonstrate ownership, and be confident. 

We are looking for a results-oriented team player that wants to have a positive impact on people’s lives while helping us grow our business. The person we hire must bring a high level of energy, positivity, and can-do attitude to work every day. 

We are BIG believers in the value of a team. If you prefer to be a “lone wolf,” this job is not for you. We collaborate and support each other. 

We are looking for individuals with fire and ambition, not excuse-making “clock-watchers” who will hide under their desk waiting to be told what to do all day long. 

If you come from the school of thought that making a sale is all about what you can “get” from a prospect or what you can “talk them into” you won’t be happy here. We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often difficult decisions. We see the sale as the beginning of a long-term relationship with our prospective clients. If you are interested in a career (we really think of it as more of a “calling”) that offers performance bonuses, competitive benefits, training and professional development, respect, and fuel for your soul because we’re really helping people, then please apply. 

Compensation depends on experience and qualifications. Benefits include bonus opportunities, paid holidays, paid time off, and the option to participate in our retirement savings plan with employer match. If you are looking for a high-energy and positive team environment with lots of growth potential, then look no further. 

Potential clients reach out to us for help with complex problems and we believe that we have an obligation to help them find a solution. Most of the time, our solutions just happen to be in the form of providing legal services. We will never ask you to sell anything to anyone if it is not in that person’s best interest. So, if you think that “sales” is something you do to someone and not for them, then please don’t apply. If you cannot discuss big price points, or recognize that every problem presents an opportunity, then you are not the right person for the job. However, if you truly want to help people solve complex problems and can approach conversations with maturity and sensitivity, then this position can be highly rewarding to you personally, professionally, and financially. 

While we strongly support personal and professional development, we do not have the time to teach you the importance of following up with someone when you say you will, how to use technology, overcome your fears of having a sales conversation or asking for money. However, we will provide you with all the training you need to know so you can best help our clients. 

DIRECTIONS TO APPLY: 

When you submit your resume, include a Cover Letter with the following information: 

• Paragraph 1: Tell us why you think you’re the ideal candidate for this position. 
• Paragraph 2: Tell us what excites you the most about being a part of our team. 
• Paragraph 3: Salary requirements and the names and phone numbers of at least (3) professional references who will speak to us about your work performance (not simply confirm you worked for the company during a certain time period). 

If you cannot follow these basic instructions, or if you contact us in a manner that leads us to believe you did not actually read the ad above, you will not hear back from us. We expect you to value our time by following directions and paying attention to detail. 

Thank you for considering this opportunity. We will contact you within 7 business days if you qualify for the second round of consideration. 

$20 - $30 hourly

• Conduct sales conversations to identify problems and sell solutions.  
• Oversee the client onboarding process to ensure a smooth transition to the legal team.  
• Follow up with potential new clients to help them come to a decision about moving forward.  
• Track and report metrics relating to marketing & sales conversion data.  
• Maintain records and enter critical data into the firm’s systems. 

• Understand how to build a relationship with a person. 
• Show the ability to interact with different types of personalities. 
• Show empathy to potential clients and put them at ease during a difficult time. 
• Know how to close a sale by creating urgency and promoting value. 
• Demonstrate exceptional communication skills, both over the phone and in writing. 
• Think on their toes and not get discouraged when things don’t go as planned. 
• Treat a call or meeting at 4:30 on a Friday with the same care and compassion as one on Monday morning. 
• Follow instructions and understand the importance of policies and procedures. 
• Be a team player that consistently acts with respect and integrity. 
• Be tech savvy (we use law firm systems and cloud-based software). 

Hermance Law is a FAST-GROWING Estate Law Firm. We are a top-rated Law Firm with several offices in Southern California. Hermance Law is seeking a Client Solutions Specialist (CSS) to join our boutique law firm. This position, referred to internally as our Client Solution Specialist, is responsible for conducting sales conversations to identify the potential client’s problem or opportunity, and when appropriate, selling them “solutions” that our Firm provides.