Intake Sales Specialist

Four Corners Legacy Law is a boutique, relationship-driven estate planning firm dedicated to delivering high-touch, meaningful client experiences that truly impact families and their futures. We combine a purpose-driven mission with a performance-focused culture, creating an environment where high standards, ownership, and growth are expected and rewarded. This is a place for professionals who want their work to matter and to be part of something intentionally different.

The Role

The Intake Sales Specialist owns the top of the client funnel—managing inbound leads, qualifying prospects, and converting them into scheduled consultations.

This is a high-accountability, performance-driven role. Success is measured by responsiveness, qualification accuracy, and scheduled & held appointments—not activity alone.

You will fully own the pipeline from initial inquiry through scheduled consultation—ensuring no qualified lead is lost due to delay, disorganization, or lack of follow-through. This role requires a proactive, results-driven professional who is comfortable actively pursuing opportunities, not simply responding to inbound inquiries. Success in this position requires persistence, urgency, confident follow-up, and the ability to consistently move prospective clients toward action through structured outreach and relationship-driven communication.

Do Work That Protects Families and Drives Results

This is not a passive administrative position.

This is a mission-critical, revenue-driving role at a firm that values both

performance and purpose.

You Will

• Play a direct role in helping families protect what matters most
• Operate with autonomy and ownership—not micromanagement
• Be part of a high-standard, growth-focused team
• Do work that is both impactful and measurable

Location & Schedule

• Office Locations: Albany, NY, and Chatham, NY
• Work Type: In-person with possible hybrid
• Schedule: Full-time, Monday-Friday

Compensation & Benefits

• Compensation: $45,000-$65,000 annually, inclusive of performance-based bonus opportunities tied to qualified and held consultations
• Paid Time Off to maintain work-life balance
• Health Insurance contribution to support your well-being
• Simple IRA Plan with 3% company match
• Ongoing training and professional development

Compensation: $45,000 - $65,000 annually