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Sales Intake Jobs (NOW HIRING)

Allsup's

Sales Intake Specialist

$2.5K/mo

Sales Intake Specialist Allsup LLC is a people-centered organization with a team of hundreds who are dedicated to helping people with disabilities lead lives that are as financially secure and ...

Allsup's

Sales Intake Specialist

$2.5K/mo

Sales Intake Specialist Allsup LLC is a people-centered organization with a team of hundreds who are dedicated to helping people with disabilities lead lives that are as financially secure and ...

Allsup's

Sales Intake Specialist

$2.5K/mo

Sales Intake Specialist Allsup LLC is a people-centered organization with a team of hundreds who are dedicated to helping people with disabilities lead lives that are as financially secure and ...

Allsup's

Sales Intake Specialist

$2.5K/mo

Sales Intake Specialist Allsup LLC is a people-centered organization with a team of hundreds who are dedicated to helping people with disabilities lead lives that are as financially secure and ...

Allsup, LLC

Sales Intake Specialist

Orlando, FL · On-site +1

$35K/yr

As a Sales Intake Specialist, you will balance your work day between servicing customers on inbound calls and managing your case load inventory. You will guide the customer through an evaluation ...

Allsup's

Sales Intake Specialist

$2.5K/mo

As a Sales Intake Specialist, you will balance your work day between servicing customers on inbound calls and managing your case load inventory. You will guide the customer through an evaluation ...

Dunham Jones Law

Sales & Intake Coordinator

Fort Worth, TX · On-site

$26 - $31/hr

Growing Texas-wide law firm seeks a bilingual salesperson for its intake section at its Fort Worth, Texas location assisting the managing attorney. Hours are Friday, Saturday, Sunday and Monday from ...

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Sales Intake information

What is a sales intake?

Sales Intake roles are positions focused on the initial stages of the sales process, where professionals gather and qualify information from potential clients or leads. Their main responsibility is to assess customer needs, determine if there is a good fit with the company's offerings, and pass qualified prospects to the sales team for further follow-up. Sales Intake specialists often handle inbound inquiries, conduct preliminary consultations, and help ensure a smooth customer experience from the very first interaction.

How does a sales intake specialist typically collaborate with sales representatives and other departments during the client onboarding process?

A Sales Intake specialist works closely with sales representatives to ensure that all client information is accurately gathered and documented at the initial stages of the sales cycle. They often liaise with departments such as customer service, operations, and finance to verify client requirements, resolve discrepancies, and streamline the onboarding process. This collaborative approach helps prevent delays, ensures a seamless client experience, and supports the sales team in meeting their targets. Regular communication and detailed record-keeping are key aspects of this role.

What are the key skills and qualifications needed to thrive as a sales intake specialist, and why are they important?

To thrive as a Sales Intake Specialist, you need strong customer service skills, attention to detail, and familiarity with sales processes, often supported by a background in business or sales. Proficiency in CRM systems like Salesforce and basic office software is typically required. Excellent communication, active listening, and multitasking abilities help you stand out in this role. These skills ensure accurate lead qualification, efficient workflow, and a positive first impression for potential clients, which are critical for sales success.

What is the difference between Sales Intake vs Sales Coordinator?

AspectSales IntakeSales Coordinator
Primary RolePrepares and qualifies sales leads, gathers client informationCoordinates sales activities, manages schedules, supports sales team
Required SkillsCommunication, lead qualification, CRM proficiencyOrganization, communication, scheduling
Work EnvironmentSales departments, client-facing rolesOffice setting, internal support
Common CertificationsCRM training, sales support coursesAdministrative or sales support certifications

Sales Intake focuses on qualifying and gathering information from potential clients to generate leads, while Sales Coordinators support the sales team by managing schedules and internal processes. Both roles require strong communication skills, but Sales Intake is more client-facing, whereas Sales Coordinators work behind the scenes to facilitate sales activities.

More about Sales Intake jobs

What job categories do people searching Sales Intake jobs look for?

The top searched job categories for Sales Intake jobs are:

Sales Intake jobs near you
Infographic showing various Sales Intake job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution.

Sales Intake Specialist

Remote

Allsup's
Accounting Services • 1 - 5K employees

4.2

Company rating: 4.2 out of 10

Based on 87 frontline employees who took The Breakroom Quiz

41st of 47 rated convenience stores

Paid breaks

Respectful managers

Learn more about Allsup'sexternal

$2.5K/mo

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Job description

Sales Intake Specialist

Allsup LLC is a people-centered organization with a team of hundreds who are dedicated to helping people with disabilities lead lives that are as financially secure and healthy as possible. We enjoy working together to make a difference, get the job done, and find solutions for our customers.

You will enjoy a collaborative workplace, with rewarding results where your opinion matters. We have a great benefits package and paid time off program, with casual dress and a comfortable work environment. Many positions have no weekends, or minimal weekend work. You'll have a predictable work schedule, the potential to work from home, and enjoy an employee-centered work life and have fun.

Even better, you can develop your own knowledge and professional skills through a self-driven personal improvement approach to professional development. Our business takes complex federal programs and makes them easier for people to navigate—including SSDI, veteran's disability, return to work and Medicare. Drive your expertise and advancement with the support of your supervisor and our organization.

About the Role

Do you want a rewarding career that involves making an impact on people's lives? We are looking for team members who excel at high volume telephonic sales. If you are motivated by commissions or bonuses that can be earned by simply gaining the confidence of customers to sign them up for assistance, then our Sales Intake Specialist role is the position for you! As a Sales Intake Specialist, you will balance your work day between servicing customers on inbound calls and managing your case load inventory. You will guide the customer through an evaluation process to determine eligibility for Social Security Disability Insurance (SSDI) or veterans' disability appeals services. Your focus will be on creating a positive, lasting impression through excellent customer service, sales, education and relationship building techniques.

What You'll Do
  • Can effectively manage inbound and outbound calls to potential customers with the goal of assessing eligibility, educating them about the advantages of utilizing Allsup's services, and signing them up to work with Allsup.
  • Thrive in a fast-paced, multi-tasking type of work environment.
  • Are self-motivated to succeed but also enjoy a competitive, monthly incentive program.
  • Navigate conversations to focus on selling Allsup services, answering questions, resolving concerns and achieving a high level of customer satisfaction.
  • Demonstrate tact and diplomacy in handling problem solving situations.
  • Have the ability to learn complex government programs and Allsup processes, in a remote training environment.
  • Enjoy helping customers over the phone, in a dedicated computer desk workspace that is free from distractions.
Qualifications
  • Experience in sales or customer service-related field
  • Ability to work in fast paced environment while navigating multiple complex software programs using a variety of resources.
  • Excellent verbal and written professional communication skills
  • A high level of initiative and drive to succeed, coupled with an ability to independently problem solve.
Benefits
  • Three weeks of paid, interactive training, followed by a supportive mentor program.
  • Remote work environment with company provided equipment
  • Department hours of operation: Monday through Friday 7am-7pm CST
  • Competitive incentive program, with potential of up to $2,500 per month
  • Health, Dental, and Vision Insurance
  • 401(K) Matching
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance
  • Paid Time Off
  • Paid Holidays
  • Flexible Spending and Health Savings Account
  • Tuition Reimbursement
  • Pet Insurance
  • Employee Assistance Program

DISCLAIMER

Tasks, duties, and responsibilities as listed in the job description are not exhaustive. The company may assign other tasks, duties and responsibilities with no prior notice.

Equal Opportunity Employer. ALL characteristics protected by federal, state, or local law.

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