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321 Brand + Social House · Sales

Lead Intake & Conversion Specialist

United States, Orlando · Job Posted May 05, 2026
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Job Description

As a Lead Intake & Appointment Specialist at 321 AIM, you will be the first point of human contact for high-intent prospects across roofing, home services, insurance, and legal industries. Your role is critical to helping our clients win the race to the lead — responding quickly, confirming needs, qualifying opportunities, and securing appointments before competitors do. This role does not require prior roofing knowledge or marketing experience. What it requires is a warm, confident phone presence; the ability to follow a qualification script accurately; an instinct for urgency; and the discipline to log every interaction correctly.

Job Responsibility

  • Monitor the lead queue and initiate outbound phone and/or text contact within minutes of a new lead being received
  • execute multi-touch follow-up sequences for leads that do not answer on first attempt
  • conduct brief, structured screening calls to verify homeowner information, confirm interest, and assess eligibility
  • apply roofing-relevant qualification questions
  • identify leads involving active insurance claims and route or flag them appropriately
  • accurately disposition leads that do not qualify
  • schedule qualified inspection or estimate appointments directly on contractor calendars
  • confirm appointment details with the homeowner
  • coordinate with client dispatch or intake teams as needed
  • follow up on no-shows and cancellations
  • guide hesitant leads to book
  • log every lead interaction, disposition, and outcome accurately and promptly in CRM
  • maintain clean, consistent records
  • flag patterns in lead quality to supervisor
  • assist in onboarding new clients
  • learn and adapt to different client workflows
  • communicate feedback on lead quality and conversion issues
  • coordinate with clients on scheduling preferences and updates

Requirements

  • Clear, warm, and professional phone presence
  • strong communication skills
  • genuine sense of urgency
  • ability to handle objections and guide conversations toward booking
  • comfortable asking for commitment
  • ability to balance script adherence with natural conversation
  • adaptability, coachability, ownership mindset
  • high attention to detail
  • basic computer proficiency
  • reliability and consistency
  • calm, empathetic demeanor
  • high school diploma or equivalent required
  • prior experience in customer service, call center, reception, or inbound/outbound phone roles is a plus but not required
  • familiarity with home services, construction, roofing, or insurance claim processes is helpful but not expected

Nice to have

  • Prior experience in customer service, call center, reception, or inbound/outbound phone roles
  • familiarity with home services, construction, roofing, or insurance claim processes

What we offer

  • 100% remote work environment
  • consistent, structured schedule with clear daily expectations
  • paid time off + company-observed holidays
  • health, dental, and vision benefits
  • paid training and onboarding
  • performance bonus structure with real earning upside
  • a team that values speed, reliability, and professionalism
321 Brand + Social House - All Job Offers

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