Inside Sales Representative
Inside Sales Representative
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$ 45000 - 75000
1 Vacancy
Job Description
At Trust Counsel PL. we are seeking an Inside Sales Representative (Client Engagement Specialist) to drive our firms positive impression among prospective clients. Based in Coral Gables FL we are a rapidly growing Estate Planning law firm dedicated to offering top-tier estate planning probate and advanced planning services.
We are looking for a dynamic individual with a blend of intelligence creativity empathy and compassion to effectively communicate the value of our services to potential clients and elevate our overall client journey. Collaborating closely with our team you will be instrumental in nurturing client relationships and building partnerships with referral sources. Join us in our mission of extending our reach to assist more individuals!
Key Responsibilities:
- Initial Meetings: Conduct in-depth meetings with prospective new clients (PNCs) collecting relevant information explaining the estate planning process and demonstrating compassion for their needs under the ethical rules governing lawyers without providing legal advice.
- Client Engagement: Engage with PNCs to explain the firms services and provide reassurance about the firms ability to assist them maintaining a professional and supportive demeanor.
- Onboarding: Oversee the client onboarding process including preparing engagement agreements interacting with our Estate Planning Attorney for acceptance of contracts accepting payments and ensuring seamless transitions from sales to legal services. Ensure attorneys review and update preconditioning and onboarding materials.
- Client Follow-Up: Follow up with clients after they are hired to ensure a smooth onboarding process and address any concerns.
- Metrics & Reporting: Track key metrics including the number of PNCs meetings held engagements secured referral sources and average case value. Provide regular feedback to management on lead quality and volume.
- Post-Initial Meeting Engagement: Maintain strong communication with PNCs who did not engage after their initial meetings or missed them to keep the door open for future engagement.
Required Qualifications:
- Minimum of 2 years of sales experience in consultative selling preferably with high-end or luxury services.
- Proven track record of client acquisition and relationship building.
- Excellent communication and interpersonal skills with the ability to explain complex concepts in simple terms.
- Highly organized and detail-oriented with the ability to manage multiple clients simultaneously.
- Experience with CRM systems reporting and managing client information.
- Preferred: Background in financial services estate planning or related legal fields.
Preferred Qualifications:
- Bilingual (English/Spanish).
Required Experience:
Unclear Seniority
Employment Type
Full Time
