Viles & Beckman LLC Injury Attorneys · 5 months ago
Legal Intake Specialist (Sales)
Fort Myers, FL
Full-time
Onsite
New Grad, Entry Level
$23/hr - $27/hrViles & Beckman LLC Injury Attorneys is seeking a Legal Intake Specialist who excels in closing sales with compassion and empathy. The role involves being the first point of contact for potential clients, qualifying leads, and ensuring a seamless handoff to the legal team while upholding the company's values and commitment to community service.
InsuranceLegalProfessional Services
Hiring Manager
Kayla Grayson
Responsibilities
First point of contact: Answer calls, respond to online inquiries, and welcome walk-ins with professionalism and empathy
Qualify & close: Actively listen, determine if potential clients meet criteria, and walk them through the sign-up process (DocuSign or in-person)
Lead follow-up: Drive a chase cycle with potential clients until connection is made—follow up consistently until they’ve signed
CRM data entry: Accurately document every detail in our CRM for a seamless handoff to the legal team
Referral coordination: Provide warm handoffs to referral partners when appropriate, protecting relationships and client trust
Adapt and decide: Follow our proven sales playbook while using intuition to adjust communication to each client’s needs
Represent our values: Own it do it, exceptional service, stronger together better every day, family focused, and commitment 2 community
Qualification
Required
Sales experience is non-negotiable. You must know how to close and have proof you've done it before
Empathy + active listening —you'll be guiding people who are scared, hurt, or uncertain
Strong technology skills (CRM, DocuSign, Microsoft Office/Google Suite)
Persistence and resilience. You can chase leads through follow-up cycles without losing steam
Flexibility to work rotating shifts
Preferred
Bilingual in Spanish strongly preferred. A significant portion of our community needs to be heard in their own language
Legal/personal injury background a plus, but not required. Sales instincts matter more
Benefits
A family-focused culture that values balance and people.
Community impact opportunities —we exist to serve beyond the courtroom.
Room to grow in a team that is never satisfied with “good enough.”
Company
Viles & Beckman LLC Injury Attorneys
Welcome to Viles & Beckman, LLC – where excellence in the legal landscape meets a commitment to a 5-star client experience.
Founded in 1995
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kayla Grayson
Chief Operating Officer
Recent News
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