Senior Intake Specialist - Sales

Company: Veliz & Associates, PA.
Location: Miami
Posted on: May 8, 2025

Job Description:

Are you a compassionate and talented sales professional who thrives closing deals? Do you naturally connect with people, understanding their needs and aspirations?



Do you want to do something you can believe in?



If you're passionate about providing outstanding customer service and have a strong background in legal intake or sales, we'd love to hear from you!



Our premier estate planning law firm in Coral Gables, Florida, is looking for a Concierge New Client Intake Specialist (Salesperson) to create exceptional experiences for prospective clients and cultivate a long-term clientele for our firm.



Along with a competitive base salary, we offer the opportunity to earn monthly performance-based bonuses.

Responsibilities:
Core Responsibilities:
--- Deliver a concierge-level experience to all potential clients, making them feel valued and supported.
--- Evaluate potential new clients to determine if they are a good fit for the firm using a consultative sales approach.
--- Guide qualified leads into becoming new clients, fostering trust and confidence in an ongoing relationship with the firm.
--- Nurturing referral relationships and generating repeat business.
--- Managing sales data and monthly reporting to the business owner.
--- Meeting and exceeding all relevant key performance indicators (KPIs).

Qualifications:
Skills Needed:
--- At least two years of experience in a sales position, with a focus on relationship-building.
--- Results-oriented with a proven ability to meet performance targets.
--- Strong critical thinking and problem-solving skills.
--- High emotional intelligence.
--- Dependable, reliable, and able to manage tasks efficiently.
--- Technical Proficiency: familiarity with Microsoft Office: Outlook, Word, and Excel platforms, a plus.
--- Experience in a law firm setting, especially in estate planning, is a plus.

About Company:
Why Join Us?

For over 35 years, Veliz and Associates, P.A., has protected family legacies with care and integrity. Our concierge-level service has earned us a trusted reputation in the Miami-Dade area, and that same commitment extends to our team.

Led by Ana Veliz, founder and attorney, we foster a professional, supportive environment where your work is valued and your growth is encouraged through mentorship, training, and real career advancement.

If you're ready to build your sales career with a respected, client-focused firm, we'd love to have you on board.

What We Offer:

Strong potential for long-term career growthAutonomy in practice and a challenging work environment.Competitive salary commensurate with experience2 weeks of paid vacation annuallyPaid legal holidaysHealth insurance coverageWeekly staff meetings & quarterly office luncheonsAnnual performance reviews with potential salary increasesContinuing education and professional development opportunities.

Keywords: Veliz & Associates, PA., Coconut Grove , Senior Intake Specialist - Sales, Sales , Miami, Florida