Business & Sales Development Representative

Mason Law & Planning Group•Monument, CO

2d•$50,000 - $60,000

About The Position

Mason Law & Planning Group, LLC is seeking a sales-minded Business & Sales Development Representative to represent the firm and support its growth across Colorado Springs and surrounding areas. The role focuses on strategically expanding the firm’s professional referral network, cultivating relationships with financial advisors, CPAs, real estate professionals, and other relevant partners, and generating measurable value from those partnerships. The representative will use targeted outreach, networking, CRM records, pipeline and conversion tracking, and marketing ROI analysis to align business development activity with growth goals. The role also involves planning and hosting educational seminars and networking events, representing the firm at local and industry functions, facilitating lead handoffs, and collaborating with attorneys, leadership, client care, and marketing. The successful candidate will learn the firm’s services, brand philosophy, and client-care standards and represent them authentically.

Requirements

At least 2 years of success in business development, sales, client management, community outreach, or professional services is preferred.
Exceptional interpersonal skills and the ability to build long-term, mutually beneficial professional relationships.
Ability to set goals, overcome objections, and drive measurable referral results.
Ability to connect outreach activity with business results and use CRMs and analytics to track performance and optimize strategy.
Willingness and ability to quickly learn the firm’s services, mission, and professional standards.
Polished, articulate, and confident professional presence, including in executive meetings, public speaking, and event settings.

Nice To Haves

Experience in legal, financial, real estate, or healthcare professional services is preferred.

Responsibilities

Identify, prospect, and secure high-value relationships with strategic referral partners, including CPAs, financial advisors, real estate agents, and estate planning professionals.
Execute targeted outbound networking campaigns to expand the firm’s market presence.
Communicate the firm’s value proposition to prospective partners and drive quality referrals and new client engagements.
Maintain CRM records of partner engagement, referral-source touchpoints, and prospective lead activity.
Monitor relationship conversion rates and referral pipelines, and evaluate marketing ROI to align outreach with business growth targets.
Facilitate handoffs between community leads and internal legal or consultation teams to support prompt follow-up and lead conversion.
Plan, host, and facilitate educational seminars, networking events, and partner roundtables.
Track event attendance, engagement metrics, and follow-up ROI to refine community engagement strategies.
Represent the firm at local functions and industry events as a polished, credible, and persuasive ambassador.
Learn the firm’s brand philosophy, legal services, and client-care standards.
Collaborate with attorneys, leadership, client care, and marketing to align business development strategies with firm values and operational goals.