We are seeking a motivated, sales-driven Sales Intake Coordinator to be the first point of contact for prospective clients. This role is ideal for someone with strong communication skills and a background in sales who thrives on building trust and converting inquiries into clients. You will play a vital role in guiding potential clients through the consultation process, clearly communicating our value, and ensuring a smooth onboarding experience.

Responsibilities include but are not limited to:

• Conduct comprehensive intake assessments to understand prospective clients needs and goals
• Educate potential clients on the firms services and clearly communicate value propositions
• Build rapport and trust through professional, empathetic communication
• Handle inbound client inquiries via phone, email, and in-person meetings
• Coordinate appointments and maintain scheduling for consultations and follow-ups
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