Client Intake & Qualification Specialist (Estate Planning - Remote)
Remote Client Intake & Qualification Specialist (Estate Planning)
Law Firm - Remote (Nationwide)
Overview
A Minnesota-based estate planning law firm focused on helping families protect their assets, avoid probate, and create long-term clarity for their loved ones.
We are seeking a high-level Client Intake & Qualification Specialist to join our remote team.
This is not a basic appointment setting role.
You will be responsible for speaking with prospective clients, understanding their situation, explaining our process, and ensuring they are fully prepared before meeting with the attorney.
Your role is to ensure that every client who reaches the attorney is qualified, informed, and ready to move forward.
What You’ll Do
• Conduct phone and Zoom calls with prospective clients
• Ask thoughtful questions to understand each client’s situation and goals
• Clearly explain our estate planning process in a simple, approachable way
• Set expectations around pricing and next steps
• Ensure clients complete intake forms fully before their meeting
• Follow up with prospective clients to move them forward in the process
• Confirm appointments and minimize no-shows
• Maintain organized notes and communication throughout
What You Will NOT Do
• Provide legal advice
• Draft legal documents
• Make legal recommendations
Your role is to guide the process and prepare the client - not replace the attorney.
What Success Looks Like
• Clients show up prepared and on time
• Intake forms are fully completed before meetings
• Clients understand the process and pricing in advance
• Meetings are focused on decision-making, not basic education
Who This Role Is For
• Strong communicators who can confidently lead conversations
• Individuals comfortable discussing pricing and expectations
• People who follow through and get things done
• Professionals who take ownership of outcomes, not just tasks
• Individuals who can balance empathy with structure and direction
Who This Role Is NOT For
• Basic appointment setters
• Individuals uncomfortable discussing financial commitments
• People who avoid follow-up or difficult conversations
• Candidates who need constant direction or supervision
Requirements
• 2+ years in a client-facing role (sales, intake, consulting, or similar)
• Strong phone and Zoom presence
• Ability to build trust quickly and guide conversations
• Highly organized and detail-oriented
• Comfortable using CRM systems, scheduling tools, and Google Workspace
Preferred (But Not Required)
• Experience in legal intake, estate planning, or financial services
• Experience working with high-value services ($2,000+)
• Familiarity with trust-based planning concepts
Compensation
This role includes a base hourly rate plus performance-based compensation tied to client readiness and successful onboarding.
Top performers who consistently prepare and qualify the right clients can earn significant income in this role.
Schedule
• Flexible, with required overlap during standard U.S. business hours
• Approximately 25–35 hours per week
Application Instructions (Required)
To be considered for this role, you must submit:
• Your resume
• A short video (2–3 minutes) answering the following:
• How would you explain a revocable trust to someone with no legal background?
• How would you handle a client who is hesitant about cost?
Please upload your video using Loom, YouTube (unlisted), or Google Drive and include the link in your application.
Applications without a video will not be reviewed.
Additional Note
We place a high value on professionalism and clear communication. Candidates who demonstrate a strong on-camera presence, including clear audio, good lighting, and a clean, distraction-free background, will be given priority.
Pay: $30.00 - $50.00 per hour
Work Location: Remote
Apply tot his job
Apply To this Job
Law Firm - Remote (Nationwide)
Overview
A Minnesota-based estate planning law firm focused on helping families protect their assets, avoid probate, and create long-term clarity for their loved ones.
We are seeking a high-level Client Intake & Qualification Specialist to join our remote team.
This is not a basic appointment setting role.
You will be responsible for speaking with prospective clients, understanding their situation, explaining our process, and ensuring they are fully prepared before meeting with the attorney.
Your role is to ensure that every client who reaches the attorney is qualified, informed, and ready to move forward.
What You’ll Do
• Conduct phone and Zoom calls with prospective clients
• Ask thoughtful questions to understand each client’s situation and goals
• Clearly explain our estate planning process in a simple, approachable way
• Set expectations around pricing and next steps
• Ensure clients complete intake forms fully before their meeting
• Follow up with prospective clients to move them forward in the process
• Confirm appointments and minimize no-shows
• Maintain organized notes and communication throughout
What You Will NOT Do
• Provide legal advice
• Draft legal documents
• Make legal recommendations
Your role is to guide the process and prepare the client - not replace the attorney.
What Success Looks Like
• Clients show up prepared and on time
• Intake forms are fully completed before meetings
• Clients understand the process and pricing in advance
• Meetings are focused on decision-making, not basic education
Who This Role Is For
• Strong communicators who can confidently lead conversations
• Individuals comfortable discussing pricing and expectations
• People who follow through and get things done
• Professionals who take ownership of outcomes, not just tasks
• Individuals who can balance empathy with structure and direction
Who This Role Is NOT For
• Basic appointment setters
• Individuals uncomfortable discussing financial commitments
• People who avoid follow-up or difficult conversations
• Candidates who need constant direction or supervision
Requirements
• 2+ years in a client-facing role (sales, intake, consulting, or similar)
• Strong phone and Zoom presence
• Ability to build trust quickly and guide conversations
• Highly organized and detail-oriented
• Comfortable using CRM systems, scheduling tools, and Google Workspace
Preferred (But Not Required)
• Experience in legal intake, estate planning, or financial services
• Experience working with high-value services ($2,000+)
• Familiarity with trust-based planning concepts
Compensation
This role includes a base hourly rate plus performance-based compensation tied to client readiness and successful onboarding.
Top performers who consistently prepare and qualify the right clients can earn significant income in this role.
Schedule
• Flexible, with required overlap during standard U.S. business hours
• Approximately 25–35 hours per week
Application Instructions (Required)
To be considered for this role, you must submit:
• Your resume
• A short video (2–3 minutes) answering the following:
• How would you explain a revocable trust to someone with no legal background?
• How would you handle a client who is hesitant about cost?
Please upload your video using Loom, YouTube (unlisted), or Google Drive and include the link in your application.
Applications without a video will not be reviewed.
Additional Note
We place a high value on professionalism and clear communication. Candidates who demonstrate a strong on-camera presence, including clear audio, good lighting, and a clean, distraction-free background, will be given priority.
Pay: $30.00 - $50.00 per hour
Work Location: Remote
Apply tot his job
Apply To this Job