Intake Specialist for PJI Law | Remote SA (R15 000 p/m)

Full job description

PJI Law, a boutique, busy, and fast-growing law firm in the Washington, DC area, has an opportunity for a full-time virtual/remote Intake Specialist. The opportunity is as challenging as it is rewarding, and is ideal for an achiever with a strong work ethic who is looking for a position in which to grow. Training will be provided, and experience in the legal field is not required. Experience in sales is preferred, but not required. The firm has opened up, and is looking to fill, two positions for this role.

Your primary duties as Intake Specialist would be to promptly and professionally handle incoming phone calls and emails consisting in part of prospective clients deciding whether to engage the firm’s services, and you would play a major role in helping them with getting clarity on the problems or opportunities they’re facing, and with discovering the value they would receive in consulting with our team and engaging our firm. It is *not* mere “intake” consisting simply of collecting client data – it is fundamentally a sales position, which in our firm is an opportunity for you to continuously have sincere, caring conversations with people who have various problems or opportunities.

When you are not addressing incoming calls, you will find yourself following up with prospective clients in various stages of their journey to engaging our firm, and contributing your ideas and methods on continuously improving our sales process. You will also find yourself speaking with our current clients to help them identify additional ways they can benefit from our firm’s services, as well as making outgoing calls to our former clients to check in on them and identify new ways to assist them. To be effective at your goal of growing sales, you will be asked to promptly and accurately enter data collected from the calls into our intake software, and to complete certain administrative steps for every prospective client you speak with, in a consistent manner.

Your backup duties will include answering, screening, and directing all incoming calls to the firm (including non-intake calls), all the while making a great first and repeat impression on every caller.

This position requires a person who is positive, energetic, and friendly, who enjoys talking to people, and who possesses a natural inclination to want to help anyone they’re talking to. If you are “moody”, or don’t believe you can treat a call late on Friday with the same spirit, care and attention as a call early on Tuesday, then this position is not for you.

It is also important for you to be thick-skinned, to not take rejection personally, and to have the ability to deal with the occasional difficult caller with grace and professionalism. And since telephone correspondence is a core and significant responsibility of this position, excellent phone etiquette and a corresponding confidence are necessary, as is the willingness and ability to spend a significant part of your day on the phone.

Our firm strives to help and support those who wish to plan for the protection and security of their families and businesses, sometimes in the wake of a personal or professional loss, and this position is crucial in allowing us to effectively help them. We offer long-term growth opportunities for our team members, and maintain reasonable expectations in order to allow for a sustainable work-life balance. You will be working with other friendly, kind, and wonderful members of our team in three different countries who work hard to get the job done right, who take pride in their work, and who support each other through thick and thin.

Our approach has allowed us to succeed and build a happy team, and consequently a strong client base that has caused us to be ranked among the fastest growing law firms in the country. If this approach is consistent with your mindset, we look forward to receiving your application.

Additional qualifications include:

• Ability to multitask, be flexible, think on your feet, adapt to change and to changing priorities, and make decisions based on good common sense.
• Excellent communication skills and ability to genuinely connect with people.
• Excellent organizational skills and ability to closely follow established policies and procedures.
• Ability to learn from constructive feedback.
• Strong attention to detail, including impeccable spelling and grammar.
• Proficiency in the use of Microsoft Word and Excel.
• Ability to learn new software and technology.
• Ability to go the entire workday without checking Facebook/Instagram/etc.

Technology requirements – you must at minimum have the following or must be willing and able to obtain it within two weeks of your start date:

• Computer with Solid State Drive (SSD), 500GB storage or better, 8GB RAM or better, and Windows 10 operating system or better. Highly recommended (but not required) specs are 16GB RAM or better, and a CPU/processor capable of running Windows 11 (for example Intel 8th gen processor).
• Separate mouse.
• Webcam.
• Uninterrupted power supply (for example: UPS, inverter).
• Internet: Fiber or equivalent, minimum 50mbps to 100mbps. Uncapped, 24/7. Connection must be via ethernet cable, rather than Wi-Fi. If necessary, we may ask you to make adjustments/upgrades to your Internet until the connection is apropriate for the work.

You would have approximately 40 working hours per week, Monday through Friday from approximately 9:00am to 6:00pm Eastern Time, meaning 3:00pm/4:00pm until 12:00am/1:00am South African Standard Time, depending on the time of year.

Compensation is in the range of $900-$1,000 per month after bonus payments, paid in U.S. Dollars, with exciting potential for more. A significant part of the compensation will consist of an objective, metrics-driven bonus plan that gives you more control over what you can earn, and that ensures that you succeed when you help the firm succeed (the bonus has no ceiling, and we are looking for someone who will be driven by the bonus plan and who will want to take full advantage of it).