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Inbound Probate Intake Specialist

Kreig LLC

Kreig LLC is seeking a Client Intake Specialist in Texas to lead consultations and convert inbound callers into engaged probate clients. This in-office role owns the sales cycle for families seeking help settling an estate, with a focus on calm, professional conversations that guide decisions.

You’ll handle consultations end‑to‑end, qualify matters, present flat‑fee options, and manage CRM notes and follow‑ups, working with attorneys when needed. Strong sales discipline is required.

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Vacancy posted 2 days ago
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