Description
Can you help people make decisions that will impact future generations?
It's unfortunate that people put more thought into their vacation plans than they put into their estate plans. But we're helping to change that.
This role will primarily serve in the estate planning department of our law firm. You will be helping people to decide if our firm is the best option for preparing the legal documents that can significantly affect their lives, and the lives of their children and grandchildren.
You will not be giving legal advice on what type of plan to choose - that's the job of the attorneys.
You will be helping them understand their goals, and what options are available, and demonstrating the care, compassion, and empathy our firm is known for.
You will have to be discerning and qualify prospective clients as good fits for us as much as persuade them to move forward and hire our firm.
You will be supporting and supported by a marketing team and strategy that generates leads and appointments on a weekly basis, and a production team that consistently generates five-star reviews. Your ability to give and take feedback productively will be key to your success.
This position is remote, but you'll still be representing a law firm. Professional conduct is vital. We need someone who can communicate in a warm, personal manner, but keep it more formal than casual.
While you'll be responsible for following up with leads to help them come to a decision, your main job will be to close.
Can you be the key link and our value-driven, client-focused chain of legal professionals?
$65,000 - $77,000 per year incentives health insurance stipend retirement benefits!
Responsibilities
•Manage own schedule to balance availability for meeting with prospective new clients as well as following up with PNCs who said "no" and with current clients to conduct quality control calls and interviews.
•Keep detailed notes in a centralized database.
•Be a team player and cover for your fellow salespeople to help our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
•Follow-up with PNC who said "no".
•Follow-up with current clients at set milestones during their case or matter.
•Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
•Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines" experience.
•Periodically attend tradeshows and networking events as a professional representative of the firm (NOTE: This may not be a good idea for all salespeople).
•Utilize a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.
•Update the CRM system with details of all interactions with prospects and clients on time.
•Stay current with bar rules, legal industry trends, and information.
Qualifications
•At least 5 years of sales experience in luxury products or services.
•A proven track record using a consultative sales approach is required.
•Experience with CRMs like Lexicata/Salesforce/HubSpot/Infusionsoft/Lawmatics, particularly reporting is required.
•Knowledge of the legal industry is an asset.
•Real-life experience and a few "battle scars" to give you empathy and understanding is an asset.
•Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
•Must be fluent/native in English and Spanish in written and oral form.