fbpx

Appointment Setter

DYADlaw. P.C.

Not Specified, United States Full-time in Sales & Marketing
    • Job ID 1887448

    Job Description

    The Pre-Qualification Agent at DYADlaw, P.C., also known as the Appointment Setter, is responsible for qualifying prospective clients by managing the processes of evaluating incoming potential clients over the phone. This process includes the initial contact with leads, preliminary screening, and scheduling consultations. The Pre-Qualification Agent plays a vital role in ensuring that only qualified leads are passed on to the legal team, contributing to the firm’s mission of helping immigrants with their legal status and defining their American dreams. Responsibilities: Include, but are not limited to: • Maintains a daily outgoing call volume meeting minimum quotas. • Manages a list of leads and their journey in CRM, including logging all calls and keeping accounts up to date with lead statuses and any other additional information. • Complete preliminary screening calls with potential clients over the phone. • Handle consultation payments and ensure payment processing is accurate. • Schedule consultations with potential clients. • Connect with potential clients to build relationships and provide information about the firm’s services. • Assist in finalizing conversation from Lead to Client • Maintain accurate and up-to-date records of client interactions and statuses in the CRM. • Perform other related duties as assigned to support the sales and intake process. Qualifications: The following includes requirements of the knowledge, skill, and/or ability necessary to perform this position. • The position requires full-time on-site availability in Hermosillo, Sonora. • At least 2 years of experience in sales or intake, preferably in a legal or professional services environment. • Bachelor’s degree or equivalent experience in a relevant field is preferred. • Excellent verbal and written communication skills (including grammar and punctuation). • Proficient with Microsoft Office Suite or related software. • Strong organizational skills with keen attention to detail. • Ability to work independently and with minimal supervision. • Ability to meet deadlines and achieve goals consistently. • Demonstrated strong work ethic and passion for helping people. • Ability to excel in a rapidly growing firm and adapt to changing processes and priorities. • Proven superior sales skills for effectively qualifying leads and converting them into clients. Compensation: $19,000 MXN monthly

    • Include, but are not limited to: • Maintains a daily outgoing call volume meeting minimum quotas. • Manages a list of leads and their journey in CRM, including logging all calls and keeping accounts up to date with lead statuses and any other additional information. • Complete preliminary screening calls with potential clients over the phone. • Handle consultation payments and ensure payment processing is accurate. • Schedule consultations with potential clients. • Connect with potential clients to build relationships and provide information about the firm’s services. • Assist in finalizing conversation from Lead to Client • Maintain accurate and up-to-date records of client interactions and statuses in the CRM. • Perform other related duties as assigned to support the sales and intake process.

    Other jobs you may like

    10x your chance to get hired

    Land a job without sending dozens of applications!

     

    Let employers find you