Intake Specialist

Job Description

Do you want to help San Diego families make sure the people they love are taken care of — no matter what happens?

We are an estate planning firm in Santee, CA. Not a mill. Not a factory. We spend the time to sit down with families, ask real questions, and build plans that actually protect what they’ve spent a lifetime building. We do this work because it matters — and we’re growing because we do it well.

We need an Intake Specialist who gets that. Someone who understands that the person on the other end of the phone isn’t a lead — they’re a parent, a spouse, a homeowner who finally decided to do the right thing for their family. Your job is to make sure they don’t fall through the cracks.

What You Will Do

•       Respond to all inbound leads — web, email, Facebook — within an hour

•       Conduct 15-minute discovery calls to qualify potential new clients

•       Book qualified families into consultations and strategy sessions with our attorneys

•       Confirm appointments and chase down incomplete intake forms before the meeting

•       Contact and re-engage past leads who never booked

•       Manage the full lead pipeline in Lawmatics

•       Follow up with every seminar registrant, no-show, and attendee who didn’t book — personally, by phone

•       Call clients at planned intervals after we complete their estate plans to check in and, if they need something, connect them with one of our trusted referral partners

•       Build and maintain our referral partner network — calls, cards, emails, local networking events

• Miscellaneous office tasks

If These Statements Sound Like You, Keep Reading

•       You make the follow-up call before anyone asks you to

•       You know that booking the appointment is the job

•       You are organized enough that nothing falls through the cracks

•       You are warm on the phone without being fake

•       You have done this before — intake, client conversion, or a similar client-facing role — and you’re good at it

•       You want to be somewhere that values what you bring and rewards results

•       Monday through Friday, 9 to 5:30 sounds like exactly what you’re looking for

What We’re Looking For

We need someone who has done this before. Prior experience in law firm intake, medical office scheduling, insurance, real estate, or a similar client-conversion role is important. We don’t have time to teach someone what a pipeline is or why following up matters.

Experience with a CRM — Lawmatics, Clio, or similar — is a plus. What matters most is that you pick up systems quickly and use them consistently.

Pay, Hours & Bonus

$26.00/hour. Full time. Monday through Friday, 9:00am to 5:30pm. In-office in Santee, CA.

There is bonus compensation available for overall performance.

How to Apply

Email your resume and a cover letter to:

View email address on ziprecruiter.com

Your cover letter must have exactly two paragraphs and a closing sentence:

•       Paragraph 1: Tell us about a time you followed up with someone who didn’t call back. What did you do and what happened?

•       Paragraph 2: Tell us why you applied for this specific job.

•       Closing sentence: “I have read the instructions in this job posting and followed them.”

Format the subject line of your email exactly as follows:

LASTNAME intake specialist ONEDESCRIPTIVEWORD

Example: SMITH intake specialist READY

Applications that do not follow these instructions will not be considered.