[Hiring] Legal Client Acquisition Specialist @Westwise Group

Role Description

Westwise is seeking a motivated and results-oriented Legal Client Acquisition Specialist to join our expanding team. This is a fully remote position ideal for an individual with exceptional communication and interpersonal skills, passionate about connecting with potential clients and driving growth. As a Legal Client Acquisition Specialist, you will be at the forefront of our client engagement efforts, responsible for managing inquiries from various channels and guiding potential clients through our intake process. Your primary goal will be to qualify leads effectively and facilitate their transition into valued clients for the law firms we partner with.

• Lead Engagement: Act as the initial point of contact for individuals and businesses seeking legal services, responding to inquiries received through digital marketing campaigns, website forms, and other communication channels.
• Information Gathering & Qualification: Meticulously collect and document relevant details about potential clients' needs and circumstances. Assess the suitability of these leads based on the criteria of our partner law firms.
• Client Conversion: Skillfully guide qualified leads through the intake and engagement process, ensuring a smooth and professional experience.
• Documentation and Data Management: Maintain accurate and detailed records of all interactions, lead information, and conversion progress within our CRM system.
• Collaboration and Hand-off: Work closely with internal teams and partner law firms to ensure a seamless transition of new clients.
• Continuous Improvement: Actively participate in training and development opportunities to stay current with industry best practices, service offerings, and effective client communication strategies.

Qualifications

• Proven experience in phone sales, customer service, or intake, ideally within the legal or professional services industry.
• A foundational understanding of legal concepts or experience in a legal support role (e.g., paralegal, legal assistant) is considered an advantage.
• Exceptional verbal and written communication skills, with the ability to articulate information clearly and persuasively.
• Strong active listening skills to comprehend client needs fully and respond effectively.
• Excellent organizational and time-management abilities to manage multiple leads and responsibilities efficiently.
• A proactive and self-motivated individual capable of thriving in a remote work environment with minimal direct supervision.
• Proficiency with CRM software and GSuite or similar productivity tools is a plus.
• A college diploma is preferred.
• Openness to feedback and a willingness to adapt to evolving processes and client needs.
• Bilingual capabilities (e.g., Spanish/English) required.
• Availability: Applicants must be available to work Monday–Friday, with additional availability required every other weekend.
• Applicant Location: While this is a remote position, we are looking for applicants in Texas, Florida or Nevada.

Benefits

• A fully remote work environment providing flexibility and work-life balance.
• Competitive compensation package and team success bonuses.
• Opportunities for professional growth and development within a forward-thinking company.
• A supportive and collaborative team culture.