Sales Coordinator

About the job Sales Coordinator

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
Manage and organize both electronic and physical client files
Process payments securely via online payment portals
Maintain accurate records of client interactions and activities in the CRM system
Conduct regular follow-ups with leads to encourage conversion
Contribute to lead management and business development strategy through consistent outreach
Skills/Qualifications:

Minimum of 3 years of experience in a sales-focused role (legal, insurance, or financial services preferred)
Prior experience with intake coordination or CRM systems is strongly preferred
Proven ability to convert leads and close sales
Strong public speaking and interpersonal communication skills
Highly organized with excellent time management and multitasking abilities
Self-starter who thrives in fast-paced environments with minimal supervision
Empathetic, professional demeanor with the ability to build client trust
Strong interest in the legal industry and commitment to client service
Comfortable networking independently and contributing to firm growth
Compensation:

Pay will be offered based on several factors including the candidate's education, work experience, work location, specific job duties, and certifications.
Benefits:

We offer comprehensive benefits to include health, and an incentive recognition bonus (all benefits are based on eligibility).

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

If you're a high-energy, people-oriented professional who loves helping others and thrives in a goal-driven environment, we encourage you to apply and grow your career with us.

Job Type: Full-time

Pay: $26.00 - $29.00 per hour

Expected hours: 40 per week

Benefits:

Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance
Schedule:

8 hour shift
Day shift
Ability to Commute:

Warwick, RI 02886 (Required)