We are seeking a highly motivated and experienced Onboarding Specialist to join us. The successful candidate will be responsible for generating new business, arranging meetings, and maintaining relationships with existing clients.
Key Responsibilities:
Identify and target potential clients through various means such as cold calling, networking, and email campaigns
Meet with potential clients to understand their legal needs and offer the firm's services
Follow up with leads and close deals.
• Speaking with potential clients via phone
• Conduct high-volume of outbound calls (150+)
• Answer incoming calls
• Send out text messages, and emails
• Scheduling appointments with clients
• Call clients on scheduled appointment
• Able to craft professional text message and email responses
• Effectively communicate with clients