V104 - Intake Specialist - Intake and Retention Specialist

Requirements

• Time Zone: CST
• Schedule: Monday to Friday, 1:00 PM-9:00 PM
• Experience: Prior intake, customer service, call center, or sales experience preferred
• CRM proficiency required
• Experience with VoIP systems required
• Outlook for calendar management
• Professional email communication skills
• Familiarity with internal communication platforms
• Reliable internet connection and suitable home office setup required
• Required Skills
• Highly motivated with a strong results-driven mindset
• Competitive and goal-oriented
• Detail-oriented with strong documentation skills
• Strong closing and persuasion skills
• Sales-driven with consultative selling ability
• Empathetic yet confident communicator
• Reliable and accountable
• Strong verbal and written communication skills
• Ability to handle objections professionally
• Time management and organizational skills
• Ability to multitask in a high-volume environment
• Work Shift:
• Languages:
• English, Spanish
• Ready to dive in? Apply now and make sure to follow all the instructions!
• Our application process involves multiple stages, and submitting your application is just the first step. Every candidate must successfully pass each stage to move forward in the process.
• Please keep an eye on your email and WhatsApp for the next steps. A recruiter will be assigned to guide you through the application process. Be sure to check your spam folder as well.

Benefits

Additional Information

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we've earned the Great Place to Work Certification every year since 2022! Job Description: We are seeking a driven and client-focused Intake Specialist to join, and play a vital role in converting prospective leads into retained clients. In this position, you will serve as the first point of contact, gathering essential information, evaluating eligibility, and confidently guiding qualified prospects through the representation process. This role blends investigative intake work with consultative sales, requiring someone who can build trust quickly, overcome objections, and effectively convert opportunities into signed clients. You will manage a high volume of calls in a fast-paced environment while maintaining accuracy, empathy, and strong closing skills. The ideal candidate thrives in a goal-oriented setting, enjoys performance metrics, and is motivated by turning conversations into results. - Monthly Compensation: 1,150 to 1,220 USD per month Responsibilities include, but are not limited to: - Manage approximately 200 calls per week, with a high percentage of outbound calls - Collaborate with the legal team to ensure smooth case handoff - Track performance metrics and meet established call and conversion goals - Gather and document detailed client information accurately in the CRM - Evaluate eligibility based on established criteria - Maintain professionalism and empathy in high-volume interactions - Conduct follow-ups to increase conversion rates - Convert inbound and outbound leads into retained clients - Clearly explain services and representation options to qualified leads - Apply consultative sales techniques to close and secure representation agreements

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at flywheel? Share your experience