The Consultation Specialist conducts immigration consultations with prospective clients and helps them understand the legal pathways offered by Solano Law Firm. Clients trust us with some of the biggest decisions of their lives, and this role exists to convert qualified consultations into retained clients through relationship building, strategic discovery, education, objection handling, follow-up, and an exceptional client experience.

This is not a call center role. A successful Consultation Specialist combines empathy with confidence, structure with warmth, and sales ability with integrity. You will not provide legal advice or represent yourself as an attorney. Your responsibility is to gather information, educate clients on the firm's process and potential pathways under attorney supervision, identify opportunities for legal review, and guide qualified prospects toward representation.

Schedule & Work Expectations

• Full-time, in-office in Birmingham, AL
• Schedule: Monday–Friday, 9 AM–6 PM Eastern Time (Solano Law Firm operates company-wide on Eastern Time; Birmingham-based staff align to ET regardless of local time zone)
• Birmingham is a community-engaged role: clients often visit the office in person, and you'll be a recognizable face in the local immigrant community
• Remote and hybrid work are not available

Compensation

• Base salary: $45,000–$50,000
• Performance-based bonus structure tied to revenue collected and deposits
• On-target earnings (OTE): $70,000–$100,000 annually
• Top performers regularly exceed $90,000

$70,000 - $100,000 yearly

Core Responsibilities

Conduct Immigration Consultations

• Lead scheduled consultations via Zoom, phone, and in-person from the Birmingham office
• Use Solano's structured consultation process from opening through close
• Create a welcoming, professional, high-trust client experience
• Maintain control of consultation flow

Discovery & Case Exploration

• Conduct thorough fact-finding on immigration history, family relationships, client goals, timeline, and urgency
• Identify opportunities for attorney review
• Document findings clearly and accurately

Education & Solution Presentation

• Clearly explain potential pathways being explored, firm process, timelines, pricing, and next steps
• Present recommendations confidently and ethically — without creating unrealistic expectations
• Help clients understand the value of legal representation

Sales & Conversion

• Build confidence and urgency ethically
• Conduct trial closes throughout the consultation
• Address objections professionally
• Execute structured follow-up for undecided consultations
• Take ownership of consultation outcomes

Documentation & CRM Management

• Maintain complete and accurate consultation notes
• Update CRM immediately after every consultation
• Track outcomes, next steps, and follow-up activities

Team Collaboration

• Participate in daily huddles, coaching sessions, call reviews, and team trainings
• Share client insights and trends with leadership
• Contribute to continuous improvement

Performance Expectations (KPIs)

This is a high-accountability, performance-driven role.

Sales Performance

• 60% overall consultation-to-hire conversion rate
• 30% same-day (on-the-spot) conversion rate
• Strong follow-up conversion on undecided consultations

Client Experience

• Consultation quality audit scores
• Adherence to the consultation structure
• Client trust and satisfaction

Operational

• CRM compliance and documentation accuracy
• Same-day follow-up completion
• Attendance and schedule reliability

30/60/90 Day Success Plan

• First 30 days: Learn, Observe, Build Foundation. Complete onboarding, learn the consultation structure, shadow consultations, begin conducting supervised consultations, and build confidence in both languages.
• First 60 days: Execute, Improve, Build Consistency. Independently manage your consultation schedule, strengthen objection handling, and execute follow-up consistently. Target: 20–25% same-day conversion, 45–50% overall conversion.
• First 90 days: Perform, Own Results, Become a Top Contributor, Operate fully autonomously. Meet or exceed 30% same-day and 60% overall conversion. Become known for accountability, ownership, and client trust.

Required Qualifications

• Native or professional-level fluency in Spanish and English
• Minimum 2 years of experience in consultative sales, sales, legal intake, customer success, or other high-touch client-facing roles. Experience may be from any industry; immigration law experience is preferred but not required.
• Proven history of meeting performance and conversion goals
• Exceptional communication and objection-handling skills
• Strong organization and follow-through
• Comfortable discussing financial commitments and guiding client decisions
• Willing to work Monday–Friday, 9 AM–6 PM ET, in-office in Birmingham

Preferred Qualifications

• Immigration law or immigration consultation experience (preferred, not required)
• Experience with HubSpot, CTM, Zoom, or similar CRM systems
• Consultative sales experience
• Experience navigating emotionally sensitive conversations

Ideal Candidate Profile

You are someone who:

• Builds trust quickly and is naturally personable
• Knows how to lead conversations and read a room
• Balances empathy with accountability
• Performs well under pressure and ownership
• Loves helping people while driving measurable results
• Takes ownership instead of making excuses
• Wants a role where performance directly impacts earnings and outcomes

Legal & Compliance Note: Consultation Specialists do not provide legal advice or represent themselves as attorneys. All consultations are conducted under attorney supervision in accordance with the ABA Model Rules of Professional Conduct and Alabama State Bar rules.

We are a rapidly expanding immigration law firm propelled by a team that leads with compassion. We aim to surpass expectations for clients and our employees alike. Initiative, responsibility, and professional growth are the pillars of our culture.