Referral Partnership Coordinator

Modern Law Arizona Family Law and Estate Planning

Reports to: Director of Marketing

Schedule: Part-time approximately 20 to 25 hours per week including morning evening and occasional weekend networking events

Compensation: $30 per hour plus upside referral commission and bonus

Modern Law is an Arizona family law firm expanding into estate planning. We help people through some of the hardest and most important moments of their lives including divorce custody and planning for what happens to the people and things they care about. Were growing and were building a referral engine to support that growth.

This is a relationship job not a desk job.

Our best clients rarely arrive from a Google search. They come through people who were already in the room at a pivotal moment. The financial planner who noticed a clients trust was never funded. The CPA fielding a question about inherited property. The therapist working with a couple headed toward separation. The realtor listing a house in a divorce. Every practice area we have is fed by someone who trusted us enough to make an introduction. Those relationships get built in person one conversation at a time and thats what this role is for.

As our Referral Coordinator youll be the firms face in the room. Youll attend BNI chapters chamber mixers and industry events. Youll build genuine relationships with financial advisors CPAs realtors therapists and other professionals. And youll follow up relentlessly so that referrals actually turn into clients. Your work will directly drive our estate planning buildout and strengthen our family law practice at the same time.

If you like people remember names and get energy from a room full of strangers this could be a great fit for you.

• Competitive hourly base of $30 paid for event attendance follow-up and administrative time

• Bonus commission on every referred matter that converts to a signed client. Upside with accelerators for estate planning referrals

• Mileage and pre-approved event membership and meal expenses reimbursed

• BNI chapter dues and chamber memberships paid by the firm

The best people in this role will earn well above their base. If you build the network the network pays you.

Most of our future estate planning clients are already sitting across the desk from a financial advisor who has no idea who to send them to. Your job is to make sure that advisor knows us and trusts us. Youll be building something from the ground up with the full support of the marketing department behind you.

Modern Law is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

• Build the network. Attend BNI chamber of commerce and professional association events on behalf of Modern Law. Consistently not occasionally.

• Develop referral partnerships with various types of professionals who may work with family law and estate planning clients including but not limited to financial planners therapists wealth managers CPAs realtors mortgage brokers insurance agents and allied attorneys.

• Own the follow-up. Every card collected every introduction made every lets grab coffee gets a next step.

• Nurture existing referral sources through regular check-ins coffees lunches and thank yous so relationships stay warm between referrals.

• Represent Modern Law at community events sponsorships and speaking opportunities. Identify new events and organizations worth our time.

• Track everything in our CRM including contacts touchpoints referral sources and conversions and report on whats working to the Director of Marketing.

• Support joint marketing efforts such as co-hosted workshops lunch and learns and educational seminars with referral partners.

Youre an exceptional networker and a natural people person. You can walk into a room where you know nobody and leave with three real conversations started. Youre comfortable talking with professionals across every industry and every personality type and you can explain what a family law and estate planning firm does without sounding like a brochure.

Youre also organized enough to follow through. Charm gets the meeting. Systems get the referral.

Strong backgrounds for this role may include:

• Licensed real estate agents looking for meaningful supplemental income. You already attend the events you already know the financial planners and lenders and you already understand that this business runs on relationships.

• Legal or medical referral coordinators who have built and managed provider or attorney referral networks.

• Business development outside sales or community relations professionals with a track record of relationship-driven growth.

• Active BNI chamber or professional association members with an established Arizona network.

• Demonstrated success building professional relationships that produced measurable results

• Excellent verbal communication and interpersonal skills and genuine comfort initiating conversations with strangers

• Highly organized with disciplined follow-up habits. CRM experience preferred

• Reliable transportation and valid Arizona drivers license. This role is out in the community not behind a desk

• Availability for morning evening and occasional weekend events

• Professional presentation and sound judgment representing the firm publicly

• Prior exposure to legal financial services real estate or healthcare industries preferred