Senior Intake Specialist (Sales)

Company: Veliz & Associates, PA.
Location: Miami
Posted on: April 22, 2025

Job Description:

Are you a compassionate and talented sales professional who thrives closing deals and making a meaningful difference? Do you naturally connect with people, understanding their needs and aspirations?



If you're passionate about providing outstanding customer service and have a strong background in legal intake or sales, we'd love to hear from you!



Our respected estate planning law firm in Coral Gables, Florida, is looking for a Concierge New Client Intake Specialist (Salesperson) to create exceptional experiences for prospective clients and cultivate a long-term clientele for our firm.



Along with a competitive base salary, we offer the opportunity to earn monthly performance-based bonuses.

Responsibilities:
Core Responsibilities:
--- Deliver a concierge-level experience to all potential clients, making them feel valued and supported.
--- Manage all potential new client interactions with poise, professionalism, and empathy.
--- Evaluate potential new clients to determine if they are a good fit for the firm using a consultative sales approach.
--- Utilize emotional intelligence to understand and assess potential clients' needs, goals, and concerns.
--- Guide qualified leads into becoming new clients, fostering trust and confidence in an ongoing relationship with the firm.
--- Managing sales data and monthly reporting to the business owner.
--- Meeting and exceeding all relevant key performance indicators (KPIs).

Qualifications:
Skills Needed:
--- A minimum of two years of experience in a reception or customer service role is preferred.
--- At least two years of experience in a sales position, with a focus on relationship-building.
--- Results-orientation with a proven ability to meet performance targets.
--- Strong critical thinking and problem-solving skills.
--- High emotional intelligence.
--- Dependable, reliable, and able to manage tasks efficiently.
--- Technical Proficiency: familiarity with Microsoft Office: Outlook, Word, and Excel platforms, a plus.
--- Experience in a law firm setting, especially in estate planning, is a strong plus.

About Company:
Why Join Us?

For over 35 years, Veliz and Associates, P.A. has protected family legacies with care and integrity. Our concierge-level service has earned us a trusted reputation in Miami-Dade, and that same commitment extends to our team.

Led by Ana Veliz, we foster a professional, supportive environment where your work is valued and your growth is encouraged through mentorship, training, and real career advancement.

If you're ready to build your legal career with a respected, client-focused firm, we'd love to have you on board.

What We Offer:

Competitive salary commensurate with experience2 weeks of paid vacation annuallyPaid legal holidaysHealth insurance coverageWeekly staff meetings & quarterly office luncheonsAnnual performance reviews with potential salary increasesContinuing education and professional development opportunitiesStrong potential for long-term career growth

Keywords: Veliz & Associates, PA., Fort Lauderdale , Senior Intake Specialist (Sales), Sales , Miami, Florida