Experienced Intake Specialist / Sales Consultant

Mehta & Dalal Immigration Law Firm – New Jersey (Remote Role)

About Mehta & Dalal

Dalal & Mehta is a virtual immigration law firm based in New Jersey, proudly serving clients across the United States and internationally. We are committed to providing reliable, compassionate services to fellow immigrants, helping them secure lawful status, citizenship, and peace of mind—without fear of deportation or abusive relationships. Our guiding principle is simple yet powerful: “Hum Sath Hain – We are together.”

Overview

We see the consultation process as a service for our prospective new clients (PNCs)—not as a transactional fee collection. Do you share that mindset?

In this role within our Intake Department, you will directly impact the lives of immigrants by using your knowledge of immigration law (from past paralegal or intake work), consultative skills, and empathy to guide clients through their first steps with our firm. You will meet with prospective new clients (via phone and video), educate them about their options,



help them find clarity, and sign them up for a consultation with one of our legal team members.

This role blends sales and client care—a critical bridge between individuals seeking help and our attorneys who will serve them.

Key Responsibilities
- Conduct meetings with PNCs via phone and video, guiding them toward clarity and consultation enrollment.
- Follow up with PNCs who initially declined and with current clients for quality control calls and interviews.
- Keep detailed, accurate notes in the firm’s CRM/database, documenting all PNC contacts before, during, and after meetings, including follow-ups.
- Facilitate a professional handoff to the legal team once an engagement is signed and open the client file.
- Manage the welcome process for new clients and ensure smooth onboarding.
- Conduct quality control checks at set milestones during the first 30 days and, in some cases, throughout the penden

📌 Sales Associate (Ciudad de México)
🏢 Dalal & Mehta Law Firm
📍 Ciudad de México