We are a small, rapidly growing Trusts and Estate Planning Law Firm in Riverhead, NY, looking for a Salesperson with consultative sales experience to handle Intake and Sales for our Firm.

This position, known to clients as our Client Relations Specialist, is responsible for screening leads and conducting intake and sales conversations to identify the potential client’s problem, and when appropriate, selling them solutions our Firm provides.

Potential clients reach out to us for help with complex problems and we believe that we have an obligation to help them find a solution.

Most of the time, our solutions just happen to be in the form of providing legal services. We will never ask you to sell anything to anyone if we don’t believe it is in their best interest.

So, if you think that sales is something you do to someone and not for them, then please don’t apply. If you cannot discuss big price points or recognize that every problem presents an opportunity, then you are not the right person for the job.

However, if you truly want to help people solve complex problems and can approach conversations with maturity and sensitivity, then this position can be highly rewarding to you personally, professionally, and financially.

While we strongly support personal and professional development, we do not have the time to teach you the importance of following up with someone when you say you will, how to use technology, or overcome your fears of having a sales conversation.

However, we will provide you with all the training you need to know how to best help our clients.

Our Client Relations Specialist doesn’t give legal advice, so the legal experience is not required. Prior sales and customer service experience are required because we can teach you how a case moves through the system, but we can’t teach you how to care about someone going through a difficult situation or the importance of following up.

We are looking for a results-oriented team player that wants to have a positive impact on people’s lives while helping us grow our business.

The person we hire must bring a high level of energy, positivity, and a can-do attitude to work every day.

We are BIG believers in the value of a team. If you prefer to be a lone wolf, this job is not for you. We collaborate and support each other.

If you come from the school of thought that making a sale is all about what you can get from a prospect or what you can talk them into you won’t be happy here.

We believe in consultative selling where we help our prospective new clients make sense of their situation, weigh their options, and make important and often painful decisions.

We are into using the sale as the beginning of a long-term relationship with our prospective new clients. If you are interested in a career (we really think of it as more of a calling ) that offers performance bonuses, competitive benefits, loads of training and professional development to stay sharp, total transparency (another way of saying there’s nowhere to hide ), and fuel for your soul because we’re really and truly helping people then please apply.

Compensation :

$50,000 base plus commission

Responsibilities :

• Answer phones, triage calls, and take messages
• Screen leads to identify who is qualified to purchase legal services
• Conduct intake sales conversations to identify problems and sell solutions
• Oversee the client onboarding process to ensure a smooth transition to the legal team
• Follow up with potential new clients and existing clients
• Track and report metrics relating to marketing sales conversion data
• Maintain records and enter critical data into the firm’s software systems

Qualifications :

• Understand how to build a relationship with a person
• Show the ability to interact with different types of personalities
• Show empathy to potential clients and put them at ease during a difficult time
• Know how to close a sale by creating urgency and promoting value
• Think on their toes and not discouraged when things don’t go as planned
• Treat a call or meeting at 4 : 30 on a Friday with the same care and compassion as one on Monday morning
• Follow instructions and understand the importance of policies and procedures
• Be a team player that consistently acts with respect and integrity
• Be tech savvy (we use law firm systems and cloud-based software)

About Company

Our firm helps people protect their hard-earned legacy from probate, long-term care expenses, and unnecessary taxes by planning ahead.

We believe everyone should make an estate plan to protect as much of their money as possible.

We are here to guide clients through the complicated probate, tax, and long-term care laws, achieve positive results and help them provide a legacy for their families.

It is incredibly important to us that clients come out of an extremely emotional process where their future may quite literally be on the line feeling that they had a legal team behind them who really cared, fought for them, and gave them a voice.

Last updated : 2024-03-24