Intake Specialist (Immigration)

Location: Pasadena, California, United States. Monday to Friday, 8:30 am to 5:30 pm PST. Consultations may be conducted in person or by phone/video.

Company

hirify.global is a humanitarian immigration practice supporting individuals and families seeking safety, stability, and a path forward.

What you will do

• Conduct one-on-one consultations with prospective clients and assess their immigration situations.
• Match prospects to appropriate case types using attorney-approved guidelines and explain the value of legal services.
• Manage the consultation-to-conversion workflow, including eligibility confirmation, pricing review, initial payment collection, sign-up scheduling, and contract delivery.
• Follow up with open leads by phone, text, and email to answer questions and move qualified prospects toward a decision.
• Meet individual KPIs for lead-to-client conversion, payments collected, case value, and speed-to-sign.
• Maintain accurate consultation and follow-up records in Litify/Salesforce and Amazon Connect.

Requirements

• High school diploma or equivalent experience.
• 1–3 years of quota-carrying consultative sales experience.
• Bilingual Spanish and English proficiency at B2–C1 level required.
• Ability to learn immigration case types and apply attorney-approved guidelines.
• Strong action orientation, resourcefulness, collaboration, empathy, transparency, and follow-through.
• Proficiency with Microsoft Office Suite or related software.

Nice to have

• Experience in legal intake, immigration services, financial services, insurance, or consultative professional-services sales.

Culture & Benefits

• Collaborative culture with support from peers and leadership.
• Weekly legal training with attorneys and ongoing sales training and development.
• 401(k) match.
• Medical, dental, vision, HSA/FSA, dependent care FSA, life, disability, and hospital indemnity insurance.
• Employee Assistance Program, Calm App subscription, and paid time off.